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 4-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 | $118,246 | $133,922-11.7% | $116,228+1.7% | $142,382-17.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 15.05% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,293 | $3,446+24.6% | $2,994+43.4% | $4,299-0.1% |
| Participant deferral / active EE | $17,076 | $5,672+201.0% | $4,953+244.7% | $6,507+162.4% |
| Admin fee / account holder | $14,663 | $14,945-1.9% | $11,989+22.3% | $12,624+16.2% |