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 | $135,406 | $157,256-13.9% | $141,162-4.1% | $152,861-11.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 25.26% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,117 | $5,261-59.8% | $4,735-55.3% | $4,762-55.6% |
| Participant deferral / active EE | $5,118 | $7,109-28.0% | $6,709-23.7% | $5,850-12.5% |
| Admin fee / account holder | $1,126 | $12,120-90.7% | $10,261-89.0% | $11,596-90.3% |