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 | $118,864 | $157,256-24.4% | $141,162-15.8% | $152,861-22.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 26.40% | 64.32%-37.9pp | 71.39%-45.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,226 | $5,261-57.7% | $4,735-53.0% | $4,762-53.3% |
| Participant deferral / active EE | $8,011 | $7,109+12.7% | $6,709+19.4% | $5,850+36.9% |
| Admin fee / account holder | $4,750 | $12,120-60.8% | $10,261-53.7% | $11,596-59.0% |