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 | $136,066 | $177,572-23.4% | $154,803-12.1% | $142,382-4.4% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 21.50% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,604 | $4,810-4.3% | $4,305+6.9% | $4,299+7.1% |
| Participant deferral / active EE | $3,070 | $6,272-51.1% | $5,540-44.6% | $6,507-52.8% |
| Admin fee / account holder | $1,394 | $16,786-91.7% | $14,329-90.3% | $12,624-89.0% |