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 | $131,913 | $179,726-26.6% | $156,263-15.6% | $142,382-7.4% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 15.99% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,579 | $5,069-9.7% | $4,333+5.7% | $4,299+6.5% |
| Participant deferral / active EE | $9,448 | $6,956+35.8% | $6,158+53.4% | $6,507+45.2% |
| Admin fee / account holder | $1,455 | $17,272-91.6% | $14,255-89.8% | $12,624-88.5% |