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 | $141,615 | $179,726-21.2% | $156,263-9.4% | $142,382-0.5% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 13.45% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,610 | $5,069-9.1% | $4,333+6.4% | $4,299+7.2% |
| Participant deferral / active EE | $9,805 | $6,956+41.0% | $6,158+59.2% | $6,507+50.7% |
| Admin fee / account holder | $1,755 | $17,272-89.8% | $14,255-87.7% | $12,624-86.1% |