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 | $135,415 | $228,332-40.7% | $185,823-27.1% | $158,922-14.8% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 16.15% | 40.80%-24.6pp | 35.95%-19.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,880 | $4,967-21.9% | $4,087-5.1% | $4,761-18.5% |
| Participant deferral / active EE | $5,907 | $6,415-7.9% | $5,632+4.9% | $5,982-1.3% |
| Admin fee / account holder | $626 | $11,864-94.7% | $9,500-93.4% | $11,246-94.4% |