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 | $129,780 | $214,378-39.5% | $200,582-35.3% | $142,382-8.9% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 17.61% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,331 | $6,841-36.7% | $6,419-32.5% | $4,299+0.7% |
| Participant deferral / active EE | $7,775 | $9,865-21.2% | $9,331-16.7% | $6,507+19.5% |
| Admin fee / account holder | $771 | $17,692-95.6% | $16,305-95.3% | $12,624-93.9% |