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 | $142,982 | $214,378-33.3% | $200,582-28.7% | $142,382+0.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 19.09% | 46.41%-27.3pp | 42.33%-23.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,053 | $6,841-70.0% | $6,419-68.0% | $4,299-52.2% |
| Participant deferral / active EE | $7,020 | $9,865-28.8% | $9,331-24.8% | $6,507+7.9% |
| Admin fee / account holder | $4,726 | $17,692-73.3% | $16,305-71.0% | $12,624-62.6% |