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 | $140,030 | $201,272-30.4% | $184,203-24.0% | $145,922-4.0% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 11.93% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $7,657 | $7,022+9.1% | $6,427+19.1% | $4,660+64.3% |
| Participant deferral / active EE | $11,139 | $9,806+13.6% | $9,131+22.0% | $6,688+66.6% |
| Admin fee / account holder | $4,109 | $16,364-74.9% | $13,901-70.4% | $13,397-69.3% |