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 | $128,081 | $177,572-27.9% | $154,803-17.3% | $142,382-10.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 20.06% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,842 | $4,810+21.4% | $4,305+35.7% | $4,299+35.9% |
| Participant deferral / active EE | $8,208 | $6,272+30.9% | $5,540+48.1% | $6,507+26.1% |
| Admin fee / account holder | $729 | $16,786-95.7% | $14,329-94.9% | $12,624-94.2% |