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 | $134,192 | $159,602-15.9% | $150,045-10.6% | $142,382-5.8% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 14.69% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,149 | $4,961-36.5% | $4,693-32.9% | $4,299-26.7% |
| Participant deferral / active EE | $11,307 | $8,310+36.1% | $7,997+41.4% | $6,507+73.8% |
| Admin fee / account holder | $3,953 | $14,846-73.4% | $13,435-70.6% | $12,624-68.7% |