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 | $121,186 | $198,466-38.9% | $170,442-28.9% | $147,584-17.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.99% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,888 | $6,184-69.5% | $5,433-65.3% | $4,876-61.3% |
| Participant deferral / active EE | $6,661 | $5,629+18.3% | $4,939+34.9% | $5,439+22.5% |
| Admin fee / account holder | $1,984 | $16,852-88.2% | $13,880-85.7% | $10,885-81.8% |