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 | $123,646 | $198,466-37.7% | $170,442-27.5% | $147,584-16.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 11.78% | 257.29%-245.5pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $3,753 | $6,184-39.3% | $5,433-30.9% | $4,876-23.0% |
| Participant deferral / active EE | $11,151 | $5,629+98.1% | $4,939+125.7% | $5,439+105.0% |
| Admin fee / account holder | $1,634 | $16,852-90.3% | $13,880-88.2% | $10,885-85.0% |