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 | $140,211 | $179,726-22.0% | $156,263-10.3% | $142,382-1.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 17.59% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,780 | $5,069-45.2% | $4,333-35.8% | $4,299-35.3% |
| Participant deferral / active EE | $4,830 | $6,956-30.6% | $6,158-21.6% | $6,507-25.8% |
| Admin fee / account holder | $4,785 | $17,272-72.3% | $14,255-66.4% | $12,624-62.1% |