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 | $118,486 | $179,726-34.1% | $156,263-24.2% | $142,382-16.8% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 14.30% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $5,484 | $5,069+8.2% | $4,333+26.6% | $4,299+27.6% |
| Participant deferral / active EE | $4,589 | $6,956-34.0% | $6,158-25.5% | $6,507-29.5% |
| Admin fee / account holder | $478 | $17,272-97.2% | $14,255-96.6% | $12,624-96.2% |