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 | $124,879 | $148,534-15.9% | $135,903-8.1% | $139,434-10.4% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 18.84% | 79.19%-60.3pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,700 | $5,243-67.6% | $4,856-65.0% | $4,751-64.2% |
| Participant deferral / active EE | $4,751 | $8,100-41.4% | $7,758-38.8% | $6,710-29.2% |
| Admin fee / account holder | $2,590 | $12,400-79.1% | $10,762-75.9% | $11,403-77.3% |