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 | $126,327 | $157,256-19.7% | $141,162-10.5% | $152,861-17.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 24.99% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,960 | $5,261-43.7% | $4,735-37.5% | $4,762-37.8% |
| Participant deferral / active EE | $4,180 | $7,109-41.2% | $6,709-37.7% | $5,850-28.6% |
| Admin fee / account holder | $1,262 | $12,120-89.6% | $10,261-87.7% | $11,596-89.1% |