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 5-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 | $131,706 | $177,572-25.8% | $154,803-14.9% | $142,382-7.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.37% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,414 | $4,810-70.6% | $4,305-67.1% | $4,299-67.1% |
| Participant deferral / active EE | $5,949 | $6,272-5.1% | $5,540+7.4% | $6,507-8.6% |
| Admin fee / account holder | $531 | $16,786-96.8% | $14,329-96.3% | $12,624-95.8% |