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 | $126,204 | $183,519-31.2% | $155,509-18.8% | $145,922-13.5% |
| Participation rate | 73.9% | 82.7%-8.8pp | 78.2%-4.3pp | 80.3%-6.4pp |
| Annual return | 24.99% | 61.17%-36.2pp | 64.67%-39.7pp | 561.29%-536.3pp |
| Employer contribution / active EE | $1,838 | $5,313-65.4% | $4,672-60.7% | $4,660-60.5% |
| Participant deferral / active EE | $4,668 | $6,462-27.8% | $5,626-17.0% | $6,688-30.2% |
| Admin fee / account holder | $834 | $19,313-95.7% | $15,912-94.8% | $13,397-93.8% |