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 | $119,435 | $103,376+15.5% | $87,100+37.1% | $152,861-21.9% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 20.72% | 28.10%-7.4pp | 28.19%-7.5pp | 345.32%-324.6pp |
| Employer contribution / active EE | $953 | $3,220-70.4% | $2,521-62.2% | $4,762-80.0% |
| Participant deferral / active EE | $5,111 | $4,778+7.0% | $4,049+26.2% | $5,850-12.6% |
| Admin fee / account holder | $6,209 | $12,205-49.1% | $7,497-17.2% | $11,596-46.5% |