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 | $137,382 | $159,602-13.9% | $150,045-8.4% | $142,382-3.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.32% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,045 | $4,961-38.6% | $4,693-35.1% | $4,299-29.2% |
| Participant deferral / active EE | $18,497 | $8,310+122.6% | $7,997+131.3% | $6,507+184.3% |
| Admin fee / account holder | $395 | $14,846-97.3% | $13,435-97.1% | $12,624-96.9% |