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 | $126,681 | $159,602-20.6% | $150,045-15.6% | $142,382-11.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 16.29% | 70.24%-53.9pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,064 | $4,961-38.2% | $4,693-34.7% | $4,299-28.7% |
| Participant deferral / active EE | $6,991 | $8,310-15.9% | $7,997-12.6% | $6,507+7.4% |
| Admin fee / account holder | $1,281 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |