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 | $140,746 | $197,591-28.8% | $177,821-20.8% | $158,922-11.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 17.07% | 58.76%-41.7pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $3,396 | $6,697-49.3% | $5,918-42.6% | $4,761-28.7% |
| Participant deferral / active EE | $8,066 | $8,405-4.0% | $7,714+4.6% | $5,982+34.8% |
| Admin fee / account holder | $768 | $15,399-95.0% | $12,427-93.8% | $11,246-93.2% |