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 | $136,810 | $148,534-7.9% | $135,903+0.7% | $139,434-1.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 28.47% | 79.19%-50.7pp | 68.23%-39.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $3,623 | $5,243-30.9% | $4,856-25.4% | $4,751-23.7% |
| Participant deferral / active EE | $14,438 | $8,100+78.2% | $7,758+86.1% | $6,710+115.2% |
| Admin fee / account holder | $733 | $12,400-94.1% | $10,762-93.2% | $11,403-93.6% |