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 | $140,107 | $179,726-22.0% | $156,263-10.3% | $142,382-1.6% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.9%+6.1pp | 80.1%+4.9pp |
| Annual return | 18.16% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,894 | $5,069-62.6% | $4,333-56.3% | $4,299-56.0% |
| Participant deferral / active EE | $6,351 | $6,956-8.7% | $6,158+3.1% | $6,507-2.4% |
| Admin fee / account holder | $559 | $17,272-96.8% | $14,255-96.1% | $12,624-95.6% |