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 9-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 | $131,306 | $111,754+17.5% | $103,333+27.1% | $145,922-10.0% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 13.85% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,671 | $4,212+10.9% | $3,868+20.8% | $4,660+0.2% |
| Participant deferral / active EE | $11,605 | $5,619+106.6% | $5,057+129.5% | $6,688+73.5% |
| Admin fee / account holder | $6,712 | $9,750-31.2% | $8,355-19.7% | $13,397-49.9% |