See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,199 | $116,175-5.1% | $93,606+17.7% | $152,861-27.9% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 16.46% | 35.96%-19.5pp | 32.76%-16.3pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,653 | $3,218+13.5% | $2,718+34.4% | $4,762-23.3% |
| Participant deferral / active EE | $5,168 | $4,603+12.3% | $4,069+27.0% | $5,850-11.7% |
| Admin fee / account holder | $10,721 | $10,748-0.3% | $7,888+35.9% | $11,596-7.6% |