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 | $139,912 | $176,056-20.5% | $159,436-12.2% | $167,490-16.5% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 15.79% | 331.75%-316.0pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $7,489 | $5,297+41.4% | $4,829+55.1% | $4,837+54.8% |
| Participant deferral / active EE | $11,014 | $7,750+42.1% | $7,352+49.8% | $6,341+73.7% |
| Admin fee / account holder | $1,611 | $12,554-87.2% | $10,799-85.1% | $12,309-86.9% |