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 | $131,801 | $177,572-25.8% | $154,803-14.9% | $142,382-7.4% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 15.27% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,389 | $4,810-8.8% | $4,305+1.9% | $4,299+2.1% |
| Participant deferral / active EE | $3,483 | $6,272-44.5% | $5,540-37.1% | $6,507-46.5% |
| Admin fee / account holder | $606 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |