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 | $138,079 | $157,256-12.2% | $141,162-2.2% | $152,861-9.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 17.26% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $9,407 | $5,261+78.8% | $4,735+98.7% | $4,762+97.5% |
| Participant deferral / active EE | $11,131 | $7,109+56.6% | $6,709+65.9% | $5,850+90.3% |
| Admin fee / account holder | $1,418 | $12,120-88.3% | $10,261-86.2% | $11,596-87.8% |