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 | $131,469 | $177,572-26.0% | $154,803-15.1% | $142,382-7.7% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.1%+0.2pp | 80.1%-1.9pp |
| Annual return | 12.63% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,170 | $4,810-54.9% | $4,305-49.6% | $4,299-49.5% |
| Participant deferral / active EE | $5,093 | $6,272-18.8% | $5,540-8.1% | $6,507-21.7% |
| Admin fee / account holder | $11,375 | $16,786-32.2% | $14,329-20.6% | $12,624-9.9% |