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 | $133,965 | $163,101-17.9% | $136,749-2.0% | $142,382-5.9% |
| Participation rate | 81.3% | 78.2%+3.0pp | 72.1%+9.1pp | 80.1%+1.1pp |
| Annual return | 17.84% | 27.54%-9.7pp | 24.33%-6.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,475 | $4,117-64.2% | $3,400-56.6% | $4,299-65.7% |
| Participant deferral / active EE | $3,458 | $5,585-38.1% | $4,692-26.3% | $6,507-46.9% |
| Admin fee / account holder | $2,817 | $14,318-80.3% | $11,386-75.3% | $12,624-77.7% |