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 5-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 | $128,421 | $125,758+2.1% | $169,993-24.5% | $75,163+70.9% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.0%+3.3pp | 67.2%+23.1pp |
| Annual return | 15.12% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,613 | $4,615-65.0% | $6,785-76.2% | $2,670-39.6% |
| Participant deferral / active EE | $8,096 | $6,837+18.4% | $10,408-22.2% | $4,125+96.3% |
| Admin fee / account holder | $30,016 | $8,173+267.2% | $12,815+134.2% | $5,651+431.2% |