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 | $108,549 | $159,602-32.0% | $150,045-27.7% | $142,382-23.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.50% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,137 | $4,961-36.8% | $4,693-33.2% | $4,299-27.0% |
| Participant deferral / active EE | $10,755 | $8,310+29.4% | $7,997+34.5% | $6,507+65.3% |
| Admin fee / account holder | $1,459 | $14,846-90.2% | $13,435-89.1% | $12,624-88.4% |