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 | $113,683 | $133,922-15.1% | $116,228-2.2% | $142,382-20.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 14.04% | 147.76%-133.7pp | 90.06%-76.0pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,403 | $3,446-59.3% | $2,994-53.1% | $4,299-67.4% |
| Participant deferral / active EE | $8,703 | $5,672+53.4% | $4,953+75.7% | $6,507+33.7% |
| Admin fee / account holder | $5,098 | $14,945-65.9% | $11,989-57.5% | $12,624-59.6% |