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 | $135,345 | $165,984-18.5% | $164,813-17.9% | $145,922-7.2% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 9.60% | 100.03%-90.4pp | 69.93%-60.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,272 | $5,273-56.9% | $4,341-47.7% | $4,660-51.2% |
| Participant deferral / active EE | $4,680 | $6,959-32.8% | $6,031-22.4% | $6,688-30.0% |
| Admin fee / account holder | $13,309 | $16,648-20.1% | $12,690+4.9% | $13,397-0.7% |