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 | $121,890 | $177,572-31.4% | $154,803-21.3% | $142,382-14.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 17.23% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,428 | $4,810-49.5% | $4,305-43.6% | $4,299-43.5% |
| Participant deferral / active EE | $6,796 | $6,272+8.4% | $5,540+22.7% | $6,507+4.4% |
| Admin fee / account holder | $2,362 | $16,786-85.9% | $14,329-83.5% | $12,624-81.3% |