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 | $140,362 | $183,519-23.5% | $155,509-9.7% | $145,922-3.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 12.60% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,490 | $5,313-34.3% | $4,672-25.3% | $4,660-25.1% |
| Participant deferral / active EE | $7,979 | $6,462+23.5% | $5,626+41.8% | $6,688+19.3% |
| Admin fee / account holder | $1,286 | $19,313-93.3% | $15,912-91.9% | $13,397-90.4% |