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 | $103,118 | $157,256-34.4% | $141,162-27.0% | $152,861-32.5% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 15.59% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,122 | $5,261-78.7% | $4,735-76.3% | $4,762-76.4% |
| Participant deferral / active EE | $3,480 | $7,109-51.0% | $6,709-48.1% | $5,850-40.5% |
| Admin fee / account holder | $783 | $12,120-93.5% | $10,261-92.4% | $11,596-93.2% |