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 | $109,397 | $159,602-31.5% | $150,045-27.1% | $142,382-23.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.57% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,920 | $4,961-61.3% | $4,693-59.1% | $4,299-55.3% |
| Participant deferral / active EE | $8,262 | $8,310-0.6% | $7,997+3.3% | $6,507+27.0% |
| Admin fee / account holder | $2,038 | $14,846-86.3% | $13,435-84.8% | $12,624-83.9% |