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 8-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 | $141,240 | $214,378-34.1% | $200,582-29.6% | $142,382-0.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 14.79% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,682 | $6,841-75.4% | $6,419-73.8% | $4,299-60.9% |
| Participant deferral / active EE | $14,126 | $9,865+43.2% | $9,331+51.4% | $6,507+117.1% |
| Admin fee / account holder | $831 | $17,692-95.3% | $16,305-94.9% | $12,624-93.4% |