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 | $127,601 | $177,572-28.1% | $154,803-17.6% | $142,382-10.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 15.76% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,671 | $4,810-23.7% | $4,305-14.7% | $4,299-14.6% |
| Participant deferral / active EE | $6,712 | $6,272+7.0% | $5,540+21.1% | $6,507+3.1% |
| Admin fee / account holder | $3,003 | $16,786-82.1% | $14,329-79.0% | $12,624-76.2% |