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 | $119,765 | $100,773+18.8% | $88,946+34.7% | $142,382-15.9% |
| Participation rate | 86.4% | 74.3%+12.1pp | 68.8%+17.5pp | 80.1%+6.2pp |
| Annual return | 16.17% | 70.18%-54.0pp | 57.82%-41.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,803 | $2,918-3.9% | $2,555+9.7% | $4,299-34.8% |
| Participant deferral / active EE | $5,735 | $5,230+9.7% | $4,581+25.2% | $6,507-11.9% |
| Admin fee / account holder | $8,425 | $9,693-13.1% | $8,261+2.0% | $12,624-33.3% |