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 | $115,780 | $177,572-34.8% | $154,803-25.2% | $142,382-18.7% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 18.44% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,817 | $4,810-41.4% | $4,305-34.6% | $4,299-34.5% |
| Participant deferral / active EE | $6,384 | $6,272+1.8% | $5,540+15.2% | $6,507-1.9% |
| Admin fee / account holder | $8,087 | $16,786-51.8% | $14,329-43.6% | $12,624-35.9% |