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 4-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 | $132,193 | $179,726-26.4% | $156,263-15.4% | $142,382-7.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 13.50% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,467 | $5,069-71.1% | $4,333-66.1% | $4,299-65.9% |
| Participant deferral / active EE | $3,628 | $6,956-47.8% | $6,158-41.1% | $6,507-44.2% |
| Admin fee / account holder | $4,791 | $17,272-72.3% | $14,255-66.4% | $12,624-62.0% |