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 | $137,083 | $177,572-22.8% | $154,803-11.4% | $142,382-3.7% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 18.06% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,408 | $4,810-70.7% | $4,305-67.3% | $4,299-67.2% |
| Participant deferral / active EE | $7,634 | $6,272+21.7% | $5,540+37.8% | $6,507+17.3% |
| Admin fee / account holder | $1,244 | $16,786-92.6% | $14,329-91.3% | $12,624-90.1% |