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 | $141,078 | $185,822-24.1% | $169,993-17.0% | $139,434+1.2% |
| Participation rate | 86.4% | 87.8%-1.4pp | 87.0%-0.6pp | 80.3%+6.0pp |
| Annual return | 19.35% | 60.50%-41.1pp | 53.37%-34.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,679 | $7,590-64.7% | $6,785-60.5% | $4,751-43.6% |
| Participant deferral / active EE | $4,026 | $11,622-65.4% | $10,408-61.3% | $6,710-40.0% |
| Admin fee / account holder | $5,244 | $15,381-65.9% | $12,815-59.1% | $11,403-54.0% |