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 | $119,985 | $179,726-33.2% | $156,263-23.2% | $142,382-15.7% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 14.99% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,455 | $5,069-51.6% | $4,333-43.3% | $4,299-42.9% |
| Participant deferral / active EE | $3,481 | $6,956-50.0% | $6,158-43.5% | $6,507-46.5% |
| Admin fee / account holder | $940 | $17,272-94.6% | $14,255-93.4% | $12,624-92.6% |