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 | $135,944 | $159,602-14.8% | $150,045-9.4% | $142,382-4.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.42% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,061 | $4,961-78.6% | $4,693-77.4% | $4,299-75.3% |
| Participant deferral / active EE | $4,252 | $8,310-48.8% | $7,997-46.8% | $6,507-34.7% |
| Admin fee / account holder | $121,010 | $14,846+715.1% | $13,435+800.7% | $12,624+858.6% |