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 | $128,979 | $148,534-13.2% | $135,903-5.1% | $139,434-7.5% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.7pp | 80.3%-1.2pp |
| Annual return | 20.91% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,388 | $5,243-35.4% | $4,856-30.2% | $4,751-28.7% |
| Participant deferral / active EE | $6,457 | $8,100-20.3% | $7,758-16.8% | $6,710-3.8% |
| Admin fee / account holder | $15,152 | $12,400+22.2% | $10,762+40.8% | $11,403+32.9% |