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 | $146,753 | $110,257+33.1% | $96,544+52.0% | $139,434+5.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 16.95% | 26.32%-9.4pp | 25.84%-8.9pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,476 | $3,620-31.6% | $2,965-16.5% | $4,751-47.9% |
| Participant deferral / active EE | $4,748 | $5,548-14.4% | $4,851-2.1% | $6,710-29.2% |
| Admin fee / account holder | $1,466 | $11,591-87.4% | $8,252-82.2% | $11,403-87.1% |