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 | $123,557 | $106,584+15.9% | $101,326+21.9% | $142,382-13.2% |
| Participation rate | 95.2% | 82.7%+12.5pp | 81.5%+13.7pp | 80.1%+15.1pp |
| Annual return | 20.04% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,521 | $3,956+14.3% | $3,665+23.4% | $4,299+5.2% |
| Participant deferral / active EE | $7,739 | $8,297-6.7% | $7,994-3.2% | $6,507+18.9% |
| Admin fee / account holder | $3,774 | $11,446-67.0% | $11,185-66.3% | $12,624-70.1% |