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 | $152,984 | $177,572-13.8% | $154,803-1.2% | $142,382+7.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 21.22% | 65.07%-43.8pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,622 | $4,810-66.3% | $4,305-62.3% | $4,299-62.3% |
| Participant deferral / active EE | $3,871 | $6,272-38.3% | $5,540-30.1% | $6,507-40.5% |
| Admin fee / account holder | $2,922 | $16,786-82.6% | $14,329-79.6% | $12,624-76.9% |