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 | $121,810 | $177,572-31.4% | $154,803-21.3% | $142,382-14.4% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 17.72% | 65.07%-47.3pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,901 | $4,810+43.5% | $4,305+60.3% | $4,299+60.5% |
| Participant deferral / active EE | $5,830 | $6,272-7.0% | $5,540+5.2% | $6,507-10.4% |
| Admin fee / account holder | $1,423 | $16,786-91.5% | $14,329-90.1% | $12,624-88.7% |