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 | $136,138 | $175,202-22.3% | $149,673-9.0% | $139,434-2.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.89% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,206 | $5,474-78.0% | $4,818-75.0% | $4,751-74.6% |
| Participant deferral / active EE | $2,319 | $6,519-64.4% | $5,680-59.2% | $6,710-65.4% |
| Admin fee / account holder | $911 | $16,150-94.4% | $13,210-93.1% | $11,403-92.0% |