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 | $114,548 | $114,381+0.1% | $107,525+6.5% | $142,382-19.5% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 13.86% | 242.71%-228.8pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,273 | $4,015-18.5% | $3,754-12.8% | $4,299-23.9% |
| Participant deferral / active EE | $7,865 | $5,564+41.3% | $5,116+53.7% | $6,507+20.9% |
| Admin fee / account holder | $1,924 | $9,860-80.5% | $8,919-78.4% | $12,624-84.8% |