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 4-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 | $131,215 | $117,983+11.2% | $101,794+28.9% | $142,382-7.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 18.44% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,018 | $2,773-27.2% | $2,289-11.8% | $4,299-53.1% |
| Participant deferral / active EE | $10,373 | $4,714+120.1% | $4,084+154.0% | $6,507+59.4% |
| Admin fee / account holder | $575 | $10,433-94.5% | $8,777-93.4% | $12,624-95.4% |