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 | $134,717 | $135,952-0.9% | $123,892+8.7% | $273,961-50.8% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.57% | 56.63%-51.1pp | 47.52%-41.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $5,140 | $5,170-0.6% | $4,617+11.3% | $4,869+5.6% |
| Participant deferral / active EE | $11,839 | $6,343+86.7% | $5,984+97.8% | $5,287+123.9% |
| Admin fee / account holder | $55,495 | $9,817+465.3% | $8,357+564.1% | $10,132+447.7% |