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 | $130,892 | $157,256-16.8% | $141,162-7.3% | $152,861-14.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 21.65% | 64.32%-42.7pp | 71.39%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,502 | $5,261-52.5% | $4,735-47.2% | $4,762-47.5% |
| Participant deferral / active EE | $6,069 | $7,109-14.6% | $6,709-9.5% | $5,850+3.7% |
| Admin fee / account holder | $4,958 | $12,120-59.1% | $10,261-51.7% | $11,596-57.2% |