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 | $141,211 | $159,602-11.5% | $150,045-5.9% | $142,382-0.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 26.16% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $4,043 | $4,961-18.5% | $4,693-13.8% | $4,299-5.9% |
| Participant deferral / active EE | $6,479 | $8,310-22.0% | $7,997-19.0% | $6,507-0.4% |
| Admin fee / account holder | $2,038 | $14,846-86.3% | $13,435-84.8% | $12,624-83.9% |