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 9-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 | $139,733 | $176,812-21.0% | $146,665-4.7% | $167,490-16.6% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 13.71% | 24.03%-10.3pp | 22.74%-9.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $7,500 | $5,160+45.3% | $4,136+81.3% | $4,837+55.0% |
| Participant deferral / active EE | $8,291 | $6,440+28.8% | $5,506+50.6% | $6,341+30.7% |
| Admin fee / account holder | $2,848 | $13,259-78.5% | $10,280-72.3% | $12,309-76.9% |