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 | $135,665 | $162,781-16.7% | $133,956+1.3% | $158,922-14.6% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 17.38% | 41.94%-24.6pp | 45.09%-27.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,689 | $4,975+14.3% | $3,919+45.2% | $4,761+19.5% |
| Participant deferral / active EE | $8,027 | $5,911+35.8% | $5,048+59.0% | $5,982+34.2% |
| Admin fee / account holder | $5,053 | $11,736-56.9% | $8,927-43.4% | $11,246-55.1% |