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 | $131,633 | $162,781-19.1% | $133,956-1.7% | $158,922-17.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 17.06% | 41.94%-24.9pp | 45.09%-28.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,022 | $4,975-59.4% | $3,919-48.4% | $4,761-57.5% |
| Participant deferral / active EE | $6,823 | $5,911+15.4% | $5,048+35.2% | $5,982+14.1% |
| Admin fee / account holder | $2,711 | $11,736-76.9% | $8,927-69.6% | $11,246-75.9% |