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 | $137,204 | $165,984-17.3% | $164,813-16.8% | $145,922-6.0% |
| Participation rate | 73.9% | 82.0%-8.1pp | 78.6%-4.7pp | 80.3%-6.4pp |
| Annual return | 11.06% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,070 | $5,273-60.7% | $4,341-52.3% | $4,660-55.6% |
| Participant deferral / active EE | $5,627 | $6,959-19.1% | $6,031-6.7% | $6,688-15.9% |
| Admin fee / account holder | $1,944 | $16,648-88.3% | $12,690-84.7% | $13,397-85.5% |