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 | $139,499 | $201,272-30.7% | $184,203-24.3% | $145,922-4.4% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 12.86% | 29.00%-16.1pp | 28.81%-16.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,078 | $7,022-56.2% | $6,427-52.1% | $4,660-33.9% |
| Participant deferral / active EE | $9,268 | $9,806-5.5% | $9,131+1.5% | $6,688+38.6% |
| Admin fee / account holder | $2,269 | $16,364-86.1% | $13,901-83.7% | $13,397-83.1% |