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 | $128,512 | $154,117-16.6% | $129,995-1.1% | $139,434-7.8% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 18.33% | 32.48%-14.1pp | -137.18%+155.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,143 | $5,289-78.4% | $4,320-73.5% | $4,751-75.9% |
| Participant deferral / active EE | $5,856 | $6,710-12.7% | $5,820+0.6% | $6,710-12.7% |
| Admin fee / account holder | $6,238 | $14,007-55.5% | $10,614-41.2% | $11,403-45.3% |