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 | $136,806 | $214,378-36.2% | $200,582-31.8% | $142,382-3.9% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 14.29% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,804 | $6,841-44.4% | $6,419-40.7% | $4,299-11.5% |
| Participant deferral / active EE | $7,154 | $9,865-27.5% | $9,331-23.3% | $6,507+9.9% |
| Admin fee / account holder | $14,058 | $17,692-20.5% | $16,305-13.8% | $12,624+11.4% |