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 | $138,697 | $183,519-24.4% | $155,509-10.8% | $145,922-5.0% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 14.79% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,610 | $5,313-50.9% | $4,672-44.2% | $4,660-44.0% |
| Participant deferral / active EE | $8,338 | $6,462+29.0% | $5,626+48.2% | $6,688+24.7% |
| Admin fee / account holder | $16,569 | $19,313-14.2% | $15,912+4.1% | $13,397+23.7% |