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 | $120,859 | $177,572-31.9% | $154,803-21.9% | $142,382-15.1% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 11.72% | 65.07%-53.3pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,270 | $4,810-52.8% | $4,305-47.3% | $4,299-47.2% |
| Participant deferral / active EE | $4,729 | $6,272-24.6% | $5,540-14.6% | $6,507-27.3% |
| Admin fee / account holder | $2,457 | $16,786-85.4% | $14,329-82.9% | $12,624-80.5% |