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 6-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 | $130,600 | $163,101-19.9% | $136,749-4.5% | $142,382-8.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 14.59% | 27.54%-13.0pp | 24.33%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,971 | $4,117-27.8% | $3,400-12.6% | $4,299-30.9% |
| Participant deferral / active EE | $4,703 | $5,585-15.8% | $4,692+0.2% | $6,507-27.7% |
| Admin fee / account holder | $33,113 | $14,318+131.3% | $11,386+190.8% | $12,624+162.3% |