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 | $106,972 | $179,726-40.5% | $156,263-31.5% | $142,382-24.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 30.14% | 77.86%-47.7pp | 59.47%-29.3pp | 217.08%-186.9pp |
| Employer contribution / active EE | $3,712 | $5,069-26.8% | $4,333-14.3% | $4,299-13.7% |
| Participant deferral / active EE | $8,951 | $6,956+28.7% | $6,158+45.4% | $6,507+37.6% |
| Admin fee / account holder | $15,997 | $17,272-7.4% | $14,255+12.2% | $12,624+26.7% |