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 | $139,608 | $202,432-31.0% | $169,368-17.6% | $139,434+0.1% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 14.62% | 531.74%-517.1pp | 405.60%-391.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,956 | $4,692-37.0% | $4,013-26.3% | $4,751-37.8% |
| Participant deferral / active EE | $4,333 | $6,938-37.5% | $6,221-30.3% | $6,710-35.4% |
| Admin fee / account holder | $1,032 | $10,708-90.4% | $9,003-88.5% | $11,403-91.0% |