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 5-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 | $130,787 | $177,572-26.3% | $154,803-15.5% | $142,382-8.1% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 14.60% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,478 | $4,810-48.5% | $4,305-42.4% | $4,299-42.4% |
| Participant deferral / active EE | $3,564 | $6,272-43.2% | $5,540-35.7% | $6,507-45.2% |
| Admin fee / account holder | $323 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |