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 | $135,837 | $175,202-22.5% | $149,673-9.2% | $139,434-2.6% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 19.72% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $6,854 | $5,474+25.2% | $4,818+42.3% | $4,751+44.3% |
| Participant deferral / active EE | $8,091 | $6,519+24.1% | $5,680+42.5% | $6,710+20.6% |
| Admin fee / account holder | $1,020 | $16,150-93.7% | $13,210-92.3% | $11,403-91.1% |