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 | $140,993 | $159,602-11.7% | $150,045-6.0% | $142,382-1.0% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 14.88% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,303 | $4,961-33.4% | $4,693-29.6% | $4,299-23.2% |
| Participant deferral / active EE | $10,614 | $8,310+27.7% | $7,997+32.7% | $6,507+63.1% |
| Admin fee / account holder | $11,300 | $14,846-23.9% | $13,435-15.9% | $12,624-10.5% |