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 7-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 | $144,446 | $159,602-9.5% | $150,045-3.7% | $142,382+1.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 16.06% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,131 | $4,961-77.2% | $4,693-75.9% | $4,299-73.7% |
| Participant deferral / active EE | $7,982 | $8,310-3.9% | $7,997-0.2% | $6,507+22.7% |
| Admin fee / account holder | $4,044 | $14,846-72.8% | $13,435-69.9% | $12,624-68.0% |