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 | $138,422 | $177,572-22.0% | $154,803-10.6% | $142,382-2.8% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 18.41% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,150 | $4,810-55.3% | $4,305-50.1% | $4,299-50.0% |
| Participant deferral / active EE | $5,222 | $6,272-16.7% | $5,540-5.7% | $6,507-19.7% |
| Admin fee / account holder | $1,005 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |