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 | $136,938 | $148,534-7.8% | $135,903+0.8% | $139,434-1.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.77% | 79.19%-66.4pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $4,228 | $5,243-19.4% | $4,856-12.9% | $4,751-11.0% |
| Participant deferral / active EE | $7,040 | $8,100-13.1% | $7,758-9.2% | $6,710+4.9% |
| Admin fee / account holder | $10,043 | $12,400-19.0% | $10,762-6.7% | $11,403-11.9% |