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 | $129,427 | $185,822-30.3% | $169,993-23.9% | $139,434-7.2% |
| Participation rate | 76.9% | 87.8%-10.8pp | 87.0%-10.1pp | 80.3%-3.4pp |
| Annual return | 14.43% | 60.50%-46.1pp | 53.37%-38.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,620 | $7,590-65.5% | $6,785-61.4% | $4,751-44.9% |
| Participant deferral / active EE | $8,175 | $11,622-29.7% | $10,408-21.4% | $6,710+21.8% |
| Admin fee / account holder | $1,471 | $15,381-90.4% | $12,815-88.5% | $11,403-87.1% |