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 | $120,805 | $154,117-21.6% | $129,995-7.1% | $139,434-13.4% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 25.16% | 32.48%-7.3pp | -137.18%+162.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,239 | $5,289-76.6% | $4,320-71.3% | $4,751-73.9% |
| Participant deferral / active EE | $4,312 | $6,710-35.7% | $5,820-25.9% | $6,710-35.7% |
| Admin fee / account holder | $14,199 | $14,007+1.4% | $10,614+33.8% | $11,403+24.5% |