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 | $140,739 | $159,602-11.8% | $150,045-6.2% | $142,382-1.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 27.22% | 70.24%-43.0pp | 62.55%-35.3pp | 217.08%-189.9pp |
| Employer contribution / active EE | $2,096 | $4,961-57.7% | $4,693-55.3% | $4,299-51.2% |
| Participant deferral / active EE | $8,246 | $8,310-0.8% | $7,997+3.1% | $6,507+26.7% |
| Admin fee / account holder | $1,306 | $14,846-91.2% | $13,435-90.3% | $12,624-89.7% |