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 | $126,836 | $165,335-23.3% | $149,696-15.3% | $158,922-20.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.07% | 348.15%-330.1pp | 276.60%-258.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $5,441 | $5,103+6.6% | $4,644+17.1% | $4,761+14.3% |
| Participant deferral / active EE | $12,418 | $7,181+72.9% | $6,842+81.5% | $5,982+107.6% |
| Admin fee / account holder | $404 | $10,807-96.3% | $9,309-95.7% | $11,246-96.4% |