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 | $134,731 | $163,101-17.4% | $136,749-1.5% | $142,382-5.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 15.58% | 27.54%-12.0pp | 24.33%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,410 | $4,117-17.2% | $3,400+0.3% | $4,299-20.7% |
| Participant deferral / active EE | $4,702 | $5,585-15.8% | $4,692+0.2% | $6,507-27.7% |
| Admin fee / account holder | $1,540 | $14,318-89.2% | $11,386-86.5% | $12,624-87.8% |