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 | $141,008 | $104,974+34.3% | $95,585+47.5% | $142,382-1.0% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 14.95% | 210.33%-195.4pp | 38.56%-23.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,709 | $2,779-38.5% | $2,527-32.4% | $4,299-60.3% |
| Participant deferral / active EE | $3,682 | $4,352-15.4% | $4,023-8.5% | $6,507-43.4% |
| Admin fee / account holder | $875 | $6,386-86.3% | $6,127-85.7% | $12,624-93.1% |