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 | $125,893 | $157,256-19.9% | $141,162-10.8% | $152,861-17.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 21.94% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,850 | $5,261-64.8% | $4,735-60.9% | $4,762-61.2% |
| Participant deferral / active EE | $4,721 | $7,109-33.6% | $6,709-29.6% | $5,850-19.3% |
| Admin fee / account holder | $1,932 | $12,120-84.1% | $10,261-81.2% | $11,596-83.3% |