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 | $135,393 | $135,952-0.4% | $123,892+9.3% | $273,961-50.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.98% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $8,624 | $5,170+66.8% | $4,617+86.8% | $4,869+77.1% |
| Participant deferral / active EE | $6,340 | $6,3430% | $5,984+5.9% | $5,287+19.9% |
| Admin fee / account holder | $1,782 | $9,817-81.9% | $8,357-78.7% | $10,132-82.4% |