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 | $133,085 | $175,202-24.0% | $149,673-11.1% | $139,434-4.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 13.69% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,751 | $5,474-49.7% | $4,818-42.9% | $4,751-42.1% |
| Participant deferral / active EE | $12,352 | $6,519+89.5% | $5,680+117.5% | $6,710+84.1% |
| Admin fee / account holder | $42,324 | $16,150+162.1% | $13,210+220.4% | $11,403+271.2% |