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 | $112,881 | $159,602-29.3% | $150,045-24.8% | $142,382-20.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 16.30% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,711 | $4,961-25.2% | $4,693-20.9% | $4,299-13.7% |
| Participant deferral / active EE | $7,634 | $8,310-8.1% | $7,997-4.5% | $6,507+17.3% |
| Admin fee / account holder | $3,414 | $14,846-77.0% | $13,435-74.6% | $12,624-73.0% |