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 | $138,278 | $157,256-12.1% | $141,162-2.0% | $152,861-9.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 18.92% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $4,077 | $5,261-22.5% | $4,735-13.9% | $4,762-14.4% |
| Participant deferral / active EE | $8,827 | $7,109+24.2% | $6,709+31.6% | $5,850+50.9% |
| Admin fee / account holder | $4,513 | $12,120-62.8% | $10,261-56.0% | $11,596-61.1% |