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 | $138,412 | $148,534-6.8% | $135,903+1.8% | $139,434-0.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.94% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,765 | $5,243-66.3% | $4,856-63.7% | $4,751-62.8% |
| Participant deferral / active EE | $2,645 | $8,100-67.3% | $7,758-65.9% | $6,710-60.6% |
| Admin fee / account holder | $6,463 | $12,400-47.9% | $10,762-39.9% | $11,403-43.3% |