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 | $141,818 | $179,726-21.1% | $156,263-9.2% | $142,382-0.4% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 12.96% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,188 | $5,069-56.8% | $4,333-49.5% | $4,299-49.1% |
| Participant deferral / active EE | $4,938 | $6,956-29.0% | $6,158-19.8% | $6,507-24.1% |
| Admin fee / account holder | $1,868 | $17,272-89.2% | $14,255-86.9% | $12,624-85.2% |