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 | $121,413 | $157,256-22.8% | $141,162-14.0% | $152,861-20.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 19.46% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,592 | $5,261-12.7% | $4,735-3.0% | $4,762-3.6% |
| Participant deferral / active EE | $4,406 | $7,109-38.0% | $6,709-34.3% | $5,850-24.7% |
| Admin fee / account holder | $1,261 | $12,120-89.6% | $10,261-87.7% | $11,596-89.1% |