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 | $125,198 | $149,734-16.4% | $118,925+5.3% | $158,922-21.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 16.50% | 19.95%-3.4pp | 35.88%-19.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,115 | $4,115-72.9% | $3,263-65.8% | $4,761-76.6% |
| Participant deferral / active EE | $6,756 | $5,223+29.3% | $4,265+58.4% | $5,982+12.9% |
| Admin fee / account holder | $6,439 | $8,603-25.2% | $6,581-2.1% | $11,246-42.7% |