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 | $132,338 | $159,602-17.1% | $150,045-11.8% | $142,382-7.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.71% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,817 | $4,961-43.2% | $4,693-40.0% | $4,299-34.5% |
| Participant deferral / active EE | $6,882 | $8,310-17.2% | $7,997-13.9% | $6,507+5.8% |
| Admin fee / account holder | $2,250 | $14,846-84.8% | $13,435-83.3% | $12,624-82.2% |