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 | $121,799 | $127,386-4.4% | $115,037+5.9% | $125,391-2.9% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | 2.54% | 31.28%-28.7pp | 26.14%-23.6pp | 282.22%-279.7pp |
| Employer contribution / active EE | $5,317 | $5,166+2.9% | $4,608+15.4% | $4,866+9.3% |
| Participant deferral / active EE | $8,905 | $6,423+38.6% | $6,026+47.8% | $5,352+66.4% |
| Admin fee / account holder | $9,401 | $9,516-1.2% | $8,175+15.0% | $9,540-1.5% |