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 | $124,209 | $177,572-30.1% | $154,803-19.8% | $142,382-12.8% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 13.39% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,825 | $4,810-20.5% | $4,305-11.2% | $4,299-11.0% |
| Participant deferral / active EE | $9,390 | $6,272+49.7% | $5,540+69.5% | $6,507+44.3% |
| Admin fee / account holder | $1,113 | $16,786-93.4% | $14,329-92.2% | $12,624-91.2% |