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 | $125,784 | $148,534-15.3% | $135,903-7.4% | $139,434-9.8% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 19.82% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,670 | $5,243-68.2% | $4,856-65.6% | $4,751-64.9% |
| Participant deferral / active EE | $8,783 | $8,100+8.4% | $7,758+13.2% | $6,710+30.9% |
| Admin fee / account holder | $5,246 | $12,400-57.7% | $10,762-51.3% | $11,403-54.0% |