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 | $138,319 | $201,272-31.3% | $184,203-24.9% | $145,922-5.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 10.33% | 29.00%-18.7pp | 28.81%-18.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,935 | $7,022-72.4% | $6,427-69.9% | $4,660-58.5% |
| Participant deferral / active EE | $3,193 | $9,806-67.4% | $9,131-65.0% | $6,688-52.3% |
| Admin fee / account holder | $2,143 | $16,364-86.9% | $13,901-84.6% | $13,397-84.0% |