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 8-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 | $113,415 | $118,450-4.3% | $98,439+15.2% | $139,434-18.7% |
| Participation rate | 77.3% | 77.4%-0.2pp | 75.2%+2.1pp | 80.3%-3.0pp |
| Annual return | 17.48% | 18.94%-1.5pp | 21.16%-3.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,468 | $3,609+51.5% | $3,048+79.4% | $4,751+15.1% |
| Participant deferral / active EE | $11,636 | $5,392+115.8% | $4,738+145.6% | $6,710+73.4% |
| Admin fee / account holder | $1,621 | $14,026-88.4% | $8,948-81.9% | $11,403-85.8% |