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 | $120,204 | $214,378-43.9% | $200,582-40.1% | $142,382-15.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 14.91% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,452 | $6,841-49.5% | $6,419-46.2% | $4,299-19.7% |
| Participant deferral / active EE | $9,149 | $9,865-7.3% | $9,331-2.0% | $6,507+40.6% |
| Admin fee / account holder | $906 | $17,692-94.9% | $16,305-94.4% | $12,624-92.8% |