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 | $132,939 | $179,726-26.0% | $156,263-14.9% | $142,382-6.6% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.9%-0.6pp | 80.1%-1.9pp |
| Annual return | 14.65% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,420 | $5,069-52.3% | $4,333-44.2% | $4,299-43.7% |
| Participant deferral / active EE | $6,142 | $6,956-11.7% | $6,158-0.3% | $6,507-5.6% |
| Admin fee / account holder | $37,095 | $17,272+114.8% | $14,255+160.2% | $12,624+193.9% |