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 8-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 | $122,616 | $175,202-30.0% | $149,673-18.1% | $139,434-12.1% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 13.43% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,834 | $5,474-66.5% | $4,818-61.9% | $4,751-61.4% |
| Participant deferral / active EE | $5,279 | $6,519-19.0% | $5,680-7.1% | $6,710-21.3% |
| Admin fee / account holder | $3,972 | $16,150-75.4% | $13,210-69.9% | $11,403-65.2% |