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 | $141,896 | $177,572-20.1% | $154,803-8.3% | $142,382-0.3% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 15.66% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,990 | $4,810-17.1% | $4,305-7.3% | $4,299-7.2% |
| Participant deferral / active EE | $9,383 | $6,272+49.6% | $5,540+69.4% | $6,507+44.2% |
| Admin fee / account holder | $1,136 | $16,786-93.2% | $14,329-92.1% | $12,624-91.0% |