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 | $133,248 | $153,772-13.3% | $133,980-0.5% | $273,961-51.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 7.86% | 36.51%-28.6pp | 29.30%-21.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,679 | $6,029-72.1% | $5,211-67.8% | $4,869-65.5% |
| Participant deferral / active EE | $3,543 | $6,958-49.1% | $6,282-43.6% | $5,287-33.0% |
| Admin fee / account holder | $311 | $11,765-97.4% | $9,324-96.7% | $10,132-96.9% |