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 | $125,379 | $114,381+9.6% | $107,525+16.6% | $142,382-11.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 13.74% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,389 | $4,015-15.6% | $3,754-9.7% | $4,299-21.2% |
| Participant deferral / active EE | $6,264 | $5,564+12.6% | $5,116+22.4% | $6,507-3.7% |
| Admin fee / account holder | $3,451 | $9,860-65.0% | $8,919-61.3% | $12,624-72.7% |