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 | $128,262 | $177,572-27.8% | $154,803-17.1% | $142,382-9.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.81% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,407 | $4,810-50.0% | $4,305-44.1% | $4,299-44.0% |
| Participant deferral / active EE | $6,159 | $6,272-1.8% | $5,540+11.2% | $6,507-5.4% |
| Admin fee / account holder | $12,592 | $16,786-25.0% | $14,329-12.1% | $12,624-0.3% |