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 | $138,853 | $198,466-30.0% | $170,442-18.5% | $147,584-5.9% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 18.08% | 257.29%-239.2pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,308 | $6,184-62.7% | $5,433-57.5% | $4,876-52.7% |
| Participant deferral / active EE | $5,120 | $5,629-9.0% | $4,939+3.7% | $5,439-5.9% |
| Admin fee / account holder | $1,644 | $16,852-90.2% | $13,880-88.2% | $10,885-84.9% |