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 | $129,775 | $202,432-35.9% | $169,368-23.4% | $139,434-6.9% |
| Participation rate | 81.3% | 81.1%+0.2pp | 77.1%+4.1pp | 80.3%+0.9pp |
| Annual return | 15.03% | 531.74%-516.7pp | 405.60%-390.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,554 | $4,692-45.6% | $4,013-36.3% | $4,751-46.2% |
| Participant deferral / active EE | $8,608 | $6,938+24.1% | $6,221+38.4% | $6,710+28.3% |
| Admin fee / account holder | $23,667 | $10,708+121.0% | $9,003+162.9% | $11,403+107.6% |