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 | $125,584 | $138,347-9.2% | $184,203-31.8% | $80,856+55.3% |
| Participation rate | 75.6% | 83.9%-8.3pp | 86.8%-11.3pp | 67.6%+7.9pp |
| Annual return | 14.73% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,081 | $7,071+85.0% | $9,131+43.2% | $4,296+204.5% |
| Admin fee / account holder | $1,333 | $10,483-87.3% | $13,901-90.4% | $6,918-80.7% |