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 | $133,344 | $177,572-24.9% | $154,803-13.9% | $142,382-6.3% |
| Participation rate | 72.2% | 82.1%-9.8pp | 78.1%-5.8pp | 80.1%-7.9pp |
| Annual return | 13.70% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,632 | $4,810-45.3% | $4,305-38.9% | $4,299-38.8% |
| Participant deferral / active EE | $5,863 | $6,272-6.5% | $5,540+5.8% | $6,507-9.9% |
| Admin fee / account holder | $14,174 | $16,786-15.6% | $14,329-1.1% | $12,624+12.3% |