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 | $130,788 | $103,376+26.5% | $87,100+50.2% | $152,861-14.4% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.9%+16.5pp | 82.4%+10.9pp |
| Annual return | 25.25% | 28.10%-2.8pp | 28.19%-2.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,374 | $3,220+4.8% | $2,521+33.8% | $4,762-29.2% |
| Participant deferral / active EE | $9,351 | $4,778+95.7% | $4,049+131.0% | $5,850+59.8% |
| Admin fee / account holder | $786 | $12,205-93.6% | $7,497-89.5% | $11,596-93.2% |