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 | $127,019 | $148,534-14.5% | $135,903-6.5% | $139,434-8.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.51% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,999 | $5,243-61.9% | $4,856-58.8% | $4,751-57.9% |
| Participant deferral / active EE | $6,410 | $8,100-20.9% | $7,758-17.4% | $6,710-4.5% |
| Admin fee / account holder | $806 | $12,400-93.5% | $10,762-92.5% | $11,403-92.9% |