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 | $142,863 | $177,572-19.5% | $154,803-7.7% | $142,382+0.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 16.67% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,457 | $4,810-69.7% | $4,305-66.2% | $4,299-66.1% |
| Participant deferral / active EE | $4,097 | $6,272-34.7% | $5,540-26.1% | $6,507-37.0% |
| Admin fee / account holder | $1,101 | $16,786-93.4% | $14,329-92.3% | $12,624-91.3% |