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 | $107,796 | $133,922-19.5% | $116,228-7.3% | $142,382-24.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 17.49% | 147.76%-130.3pp | 90.06%-72.6pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,902 | $3,446-44.8% | $2,994-36.5% | $4,299-55.8% |
| Participant deferral / active EE | $3,822 | $5,672-32.6% | $4,953-22.8% | $6,507-41.3% |
| Admin fee / account holder | $650 | $14,945-95.6% | $11,989-94.6% | $12,624-94.8% |