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 | $122,834 | $135,952-9.6% | $123,892-0.9% | $273,961-55.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.12% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,707 | $5,170-47.6% | $4,617-41.4% | $4,869-44.4% |
| Participant deferral / active EE | $7,667 | $6,343+20.9% | $5,984+28.1% | $5,287+45.0% |
| Admin fee / account holder | $4,020 | $9,817-59.1% | $8,357-51.9% | $10,132-60.3% |