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 | $140,952 | $177,572-20.6% | $154,803-8.9% | $142,382-1.0% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 18.38% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,112 | $4,810-35.3% | $4,305-27.7% | $4,299-27.6% |
| Participant deferral / active EE | $6,142 | $6,272-2.1% | $5,540+10.9% | $6,507-5.6% |
| Admin fee / account holder | $1,074 | $16,786-93.6% | $14,329-92.5% | $12,624-91.5% |