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 | $124,990 | $159,602-21.7% | $150,045-16.7% | $142,382-12.2% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 14.83% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,116 | $4,961-37.2% | $4,693-33.6% | $4,299-27.5% |
| Participant deferral / active EE | $6,563 | $8,310-21.0% | $7,997-17.9% | $6,507+0.9% |
| Admin fee / account holder | $12,719 | $14,846-14.3% | $13,435-5.3% | $12,624+0.8% |