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 | $127,306 | $157,256-19.0% | $141,162-9.8% | $152,861-16.7% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 23.62% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,974 | $5,261-62.5% | $4,735-58.3% | $4,762-58.6% |
| Participant deferral / active EE | $5,376 | $7,109-24.4% | $6,709-19.9% | $5,850-8.1% |
| Admin fee / account holder | $4,471 | $12,120-63.1% | $10,261-56.4% | $11,596-61.4% |