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 4-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 | $124,514 | $100,773+23.6% | $88,946+40.0% | $142,382-12.5% |
| Participation rate | 73.3% | 74.3%-1.0pp | 68.8%+4.5pp | 80.1%-6.8pp |
| Annual return | 40.95% | 70.18%-29.2pp | 57.82%-16.9pp | 217.08%-176.1pp |
| Employer contribution / active EE | $1,337 | $2,918-54.2% | $2,555-47.7% | $4,299-68.9% |
| Participant deferral / active EE | $2,277 | $5,230-56.5% | $4,581-50.3% | $6,507-65.0% |
| Admin fee / account holder | $1,055 | $9,693-89.1% | $8,261-87.2% | $12,624-91.6% |