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 9-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 | $135,358 | $159,602-15.2% | $150,045-9.8% | $142,382-4.9% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 13.43% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,286 | $4,961-53.9% | $4,693-51.3% | $4,299-46.8% |
| Participant deferral / active EE | $7,318 | $8,310-11.9% | $7,997-8.5% | $6,507+12.5% |
| Admin fee / account holder | $1,834 | $14,846-87.6% | $13,435-86.3% | $12,624-85.5% |