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 | $139,049 | $159,602-12.9% | $150,045-7.3% | $142,382-2.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 16.62% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $6,952 | $4,961+40.2% | $4,693+48.1% | $4,299+61.7% |
| Participant deferral / active EE | $7,392 | $8,310-11.0% | $7,997-7.6% | $6,507+13.6% |
| Admin fee / account holder | $4,697 | $14,846-68.4% | $13,435-65.0% | $12,624-62.8% |