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 | $121,095 | $94,338+28.4% | $100,534+20.5% | $142,382-15.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 80.6%+6.9pp | 80.1%+7.4pp |
| Annual return | 13.00% | 29.20%-16.2pp | 32.66%-19.7pp | 217.08%-204.1pp |
| Employer contribution / active EE | $8,893 | $4,237+109.9% | $4,346+104.6% | $4,299+106.9% |
| Participant deferral / active EE | $5,143 | $5,934-13.3% | $6,144-16.3% | $6,507-21.0% |
| Admin fee / account holder | $4,128 | $8,421-51.0% | $7,654-46.1% | $12,624-67.3% |