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 | $118,890 | $148,534-20.0% | $135,903-12.5% | $139,434-14.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 19.49% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,080 | $5,243-41.3% | $4,856-36.6% | $4,751-35.2% |
| Participant deferral / active EE | $7,466 | $8,100-7.8% | $7,758-3.8% | $6,710+11.3% |
| Admin fee / account holder | $8,538 | $12,400-31.1% | $10,762-20.7% | $11,403-25.1% |