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 | $125,124 | $127,386-1.8% | $115,037+8.8% | $125,391-0.2% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 0.88% | 31.28%-30.4pp | 26.14%-25.3pp | 282.22%-281.3pp |
| Employer contribution / active EE | $7,966 | $5,166+54.2% | $4,608+72.9% | $4,866+63.7% |
| Participant deferral / active EE | $11,293 | $6,423+75.8% | $6,026+87.4% | $5,352+111.0% |
| Admin fee / account holder | $4,668 | $9,516-50.9% | $8,175-42.9% | $9,540-51.1% |