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 | $138,271 | $201,272-31.3% | $184,203-24.9% | $145,922-5.2% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 15.38% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $8,541 | $7,022+21.6% | $6,427+32.9% | $4,660+83.3% |
| Participant deferral / active EE | $12,376 | $9,806+26.2% | $9,131+35.5% | $6,688+85.1% |
| Admin fee / account holder | $7,337 | $16,364-55.2% | $13,901-47.2% | $13,397-45.2% |