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 | $136,439 | $140,940-3.2% | $112,229+21.6% | $139,434-2.1% |
| Participation rate | 93.3% | 79.2%+14.1pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 21.35% | 32.71%-11.4pp | 30.20%-8.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $8,080 | $4,283+88.6% | $3,430+135.5% | $4,751+70.1% |
| Participant deferral / active EE | $7,246 | $5,874+23.4% | $4,798+51.0% | $6,710+8.0% |
| Admin fee / account holder | $618 | $9,954-93.8% | $7,748-92.0% | $11,403-94.6% |