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 | $128,935 | $214,378-39.9% | $200,582-35.7% | $142,382-9.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.03% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,616 | $6,841-61.8% | $6,419-59.2% | $4,299-39.2% |
| Participant deferral / active EE | $9,928 | $9,865+0.6% | $9,331+6.4% | $6,507+52.6% |
| Admin fee / account holder | $561 | $17,692-96.8% | $16,305-96.6% | $12,624-95.6% |