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 8-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 | $139,047 | $177,572-21.7% | $154,803-10.2% | $142,382-2.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 13.39% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,411 | $4,810-49.9% | $4,305-44.0% | $4,299-43.9% |
| Participant deferral / active EE | $6,449 | $6,272+2.8% | $5,540+16.4% | $6,507-0.9% |
| Admin fee / account holder | $10,303 | $16,786-38.6% | $14,329-28.1% | $12,624-18.4% |