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 | $126,937 | $148,534-14.5% | $135,903-6.6% | $139,434-9.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 13.19% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $7,322 | $5,243+39.7% | $4,856+50.8% | $4,751+54.1% |
| Participant deferral / active EE | $11,796 | $8,100+45.6% | $7,758+52.0% | $6,710+75.8% |
| Admin fee / account holder | $572 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |