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 | $126,753 | $148,534-14.7% | $135,903-6.7% | $139,434-9.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 12.78% | 79.19%-66.4pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $6,646 | $5,243+26.8% | $4,856+36.9% | $4,751+39.9% |
| Participant deferral / active EE | $10,759 | $8,100+32.8% | $7,758+38.7% | $6,710+60.3% |
| Admin fee / account holder | $46,816 | $12,400+277.6% | $10,762+335.0% | $11,403+310.6% |