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 | $140,521 | $157,256-10.6% | $141,162-0.5% | $152,861-8.1% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 22.96% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,030 | $5,261-61.4% | $4,735-57.1% | $4,762-57.4% |
| Participant deferral / active EE | $3,794 | $7,109-46.6% | $6,709-43.5% | $5,850-35.2% |
| Admin fee / account holder | $1,990 | $12,120-83.6% | $10,261-80.6% | $11,596-82.8% |