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 | $135,163 | $177,572-23.9% | $154,803-12.7% | $142,382-5.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.78% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $9,146 | $4,810+90.1% | $4,305+112.4% | $4,299+112.7% |
| Participant deferral / active EE | $5,158 | $6,272-17.8% | $5,540-6.9% | $6,507-20.7% |
| Admin fee / account holder | $3,423 | $16,786-79.6% | $14,329-76.1% | $12,624-72.9% |