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 | $134,991 | $157,256-14.2% | $141,162-4.4% | $152,861-11.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 21.11% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,260 | $5,261-38.0% | $4,735-31.1% | $4,762-31.5% |
| Participant deferral / active EE | $8,696 | $7,109+22.3% | $6,709+29.6% | $5,850+48.6% |
| Admin fee / account holder | $794 | $12,120-93.5% | $10,261-92.3% | $11,596-93.2% |