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 | $121,745 | $157,256-22.6% | $141,162-13.8% | $152,861-20.4% |
| Participation rate | 70.8% | 84.8%-14.0pp | 82.5%-11.6pp | 82.4%-11.6pp |
| Annual return | 32.37% | 64.32%-32.0pp | 71.39%-39.0pp | 345.32%-312.9pp |
| Employer contribution / active EE | $2,910 | $5,261-44.7% | $4,735-38.5% | $4,762-38.9% |
| Participant deferral / active EE | $6,347 | $7,109-10.7% | $6,709-5.4% | $5,850+8.5% |
| Admin fee / account holder | $403 | $12,120-96.7% | $10,261-96.1% | $11,596-96.5% |