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 | $127,913 | $162,781-21.4% | $133,956-4.5% | $158,922-19.5% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 17.14% | 41.94%-24.8pp | 45.09%-28.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,925 | $4,975-61.3% | $3,919-50.9% | $4,761-59.6% |
| Participant deferral / active EE | $2,176 | $5,911-63.2% | $5,048-56.9% | $5,982-63.6% |
| Admin fee / account holder | $3,340 | $11,736-71.5% | $8,927-62.6% | $11,246-70.3% |