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 7-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 | $161,016 | $177,572-9.3% | $154,803+4.0% | $142,382+13.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.40% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,184 | $4,810-54.6% | $4,305-49.3% | $4,299-49.2% |
| Participant deferral / active EE | $6,349 | $6,272+1.2% | $5,540+14.6% | $6,507-2.4% |
| Admin fee / account holder | $2,016 | $16,786-88.0% | $14,329-85.9% | $12,624-84.0% |