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 5-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 | $126,124 | $114,381+10.3% | $107,525+17.3% | $142,382-11.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 19.96% | 242.71%-222.7pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,944 | $4,015-51.6% | $3,754-48.2% | $4,299-54.8% |
| Participant deferral / active EE | $5,741 | $5,564+3.2% | $5,116+12.2% | $6,507-11.8% |
| Admin fee / account holder | $1,903 | $9,860-80.7% | $8,919-78.7% | $12,624-84.9% |