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 | $129,642 | $162,781-20.4% | $133,956-3.2% | $158,922-18.4% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 15.42% | 41.94%-26.5pp | 45.09%-29.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,275 | $4,975-54.3% | $3,919-41.9% | $4,761-52.2% |
| Participant deferral / active EE | $3,762 | $5,911-36.3% | $5,048-25.5% | $5,982-37.1% |
| Admin fee / account holder | $708 | $11,736-94.0% | $8,927-92.1% | $11,246-93.7% |