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 | $136,292 | $183,519-25.7% | $155,509-12.4% | $145,922-6.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 16.35% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,289 | $5,313-56.9% | $4,672-51.0% | $4,660-50.9% |
| Participant deferral / active EE | $6,554 | $6,462+1.4% | $5,626+16.5% | $6,688-2.0% |
| Admin fee / account holder | $504 | $19,313-97.4% | $15,912-96.8% | $13,397-96.2% |