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 | $125,626 | $183,519-31.5% | $155,509-19.2% | $145,922-13.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 14.59% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,679 | $5,313-68.4% | $4,672-64.1% | $4,660-64.0% |
| Participant deferral / active EE | $6,263 | $6,462-3.1% | $5,626+11.3% | $6,688-6.4% |
| Admin fee / account holder | $1,193 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |