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 | $121,811 | $157,256-22.5% | $141,162-13.7% | $152,861-20.3% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 19.51% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,235 | $5,261-76.5% | $4,735-73.9% | $4,762-74.1% |
| Participant deferral / active EE | $3,969 | $7,109-44.2% | $6,709-40.8% | $5,850-32.2% |
| Admin fee / account holder | $8,915 | $12,120-26.4% | $10,261-13.1% | $11,596-23.1% |