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 | $142,935 | $159,602-10.4% | $150,045-4.7% | $142,382+0.4% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 15.53% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,534 | $4,961-48.9% | $4,693-46.0% | $4,299-41.0% |
| Participant deferral / active EE | $4,889 | $8,310-41.2% | $7,997-38.9% | $6,507-24.9% |
| Admin fee / account holder | $1,434 | $14,846-90.3% | $13,435-89.3% | $12,624-88.6% |