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 5-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 | $121,002 | $133,922-9.6% | $116,228+4.1% | $142,382-15.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 14.25% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,342 | $3,446-61.0% | $2,994-55.2% | $4,299-68.8% |
| Participant deferral / active EE | $7,452 | $5,672+31.4% | $4,953+50.5% | $6,507+14.5% |
| Admin fee / account holder | $2,340 | $14,945-84.3% | $11,989-80.5% | $12,624-81.5% |