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 | $136,413 | $137,414-0.7% | $189,513-28.0% | $85,850+58.9% |
| Participation rate | 83.9% | 84.6%-0.7pp | 87.8%-3.9pp | 69.3%+14.6pp |
| Annual return | 22.05% | 38.14%-16.1pp | 555.15%-533.1pp | 318.53%-296.5pp |
| Employer contribution / active EE | $1,532 | $4,344-64.7% | $6,162-75.1% | $2,565-40.3% |
| Participant deferral / active EE | $5,416 | $6,260-13.5% | $8,221-34.1% | $3,952+37.1% |
| Admin fee / account holder | $2,242 | $8,630-74.0% | $12,045-81.4% | $6,260-64.2% |