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 | $131,357 | $179,726-26.9% | $156,263-15.9% | $142,382-7.7% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.9%+16.5pp | 80.1%+15.3pp |
| Annual return | 13.87% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,269 | $5,069-35.5% | $4,333-24.6% | $4,299-24.0% |
| Participant deferral / active EE | $5,505 | $6,956-20.9% | $6,158-10.6% | $6,507-15.4% |
| Admin fee / account holder | $25,376 | $17,272+46.9% | $14,255+78.0% | $12,624+101.0% |