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 | $122,632 | $175,202-30.0% | $149,673-18.1% | $139,434-12.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.72% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,115 | $5,474-43.1% | $4,818-35.3% | $4,751-34.4% |
| Participant deferral / active EE | $7,257 | $6,519+11.3% | $5,680+27.8% | $6,710+8.1% |
| Admin fee / account holder | $2,792 | $16,150-82.7% | $13,210-78.9% | $11,403-75.5% |