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 | $120,137 | $114,381+5.0% | $107,525+11.7% | $142,382-15.6% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 12.83% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,506 | $4,015+12.2% | $3,754+20.0% | $4,299+4.8% |
| Participant deferral / active EE | $2,065 | $5,564-62.9% | $5,116-59.6% | $6,507-68.3% |
| Admin fee / account holder | $4,366 | $9,860-55.7% | $8,919-51.1% | $12,624-65.4% |