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 | $129,052 | $177,572-27.3% | $154,803-16.6% | $142,382-9.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.91% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,735 | $4,810-43.1% | $4,305-36.5% | $4,299-36.4% |
| Participant deferral / active EE | $4,427 | $6,272-29.4% | $5,540-20.1% | $6,507-32.0% |
| Admin fee / account holder | $3,730 | $16,786-77.8% | $14,329-74.0% | $12,624-70.4% |