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 3-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 | $125,600 | $159,602-21.3% | $150,045-16.3% | $142,382-11.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 17.06% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,848 | $4,961-62.7% | $4,693-60.6% | $4,299-57.0% |
| Participant deferral / active EE | $9,410 | $8,310+13.2% | $7,997+17.7% | $6,507+44.6% |
| Admin fee / account holder | $5,652 | $14,846-61.9% | $13,435-57.9% | $12,624-55.2% |