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 | $139,707 | $159,602-12.5% | $150,045-6.9% | $142,382-1.9% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 16.26% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,251 | $4,961-54.6% | $4,693-52.0% | $4,299-47.6% |
| Participant deferral / active EE | $5,166 | $8,310-37.8% | $7,997-35.4% | $6,507-20.6% |
| Admin fee / account holder | $5,491 | $14,846-63.0% | $13,435-59.1% | $12,624-56.5% |