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 | $112,922 | $198,466-43.1% | $170,442-33.7% | $147,584-23.5% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 12.36% | 257.29%-244.9pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,110 | $6,184-65.9% | $5,433-61.2% | $4,876-56.7% |
| Participant deferral / active EE | $5,407 | $5,629-3.9% | $4,939+9.5% | $5,439-0.6% |
| Admin fee / account holder | $2,559 | $16,852-84.8% | $13,880-81.6% | $10,885-76.5% |