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 | $141,157 | $177,572-20.5% | $154,803-8.8% | $142,382-0.9% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 17.94% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,568 | $4,810-46.6% | $4,305-40.3% | $4,299-40.3% |
| Participant deferral / active EE | $8,316 | $6,272+32.6% | $5,540+50.1% | $6,507+27.8% |
| Admin fee / account holder | $3,055 | $16,786-81.8% | $14,329-78.7% | $12,624-75.8% |