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 | $125,916 | $175,202-28.1% | $149,673-15.9% | $139,434-9.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.84% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,638 | $5,474-70.1% | $4,818-66.0% | $4,751-65.5% |
| Participant deferral / active EE | $7,605 | $6,519+16.7% | $5,680+33.9% | $6,710+13.3% |
| Admin fee / account holder | $40,007 | $16,150+147.7% | $13,210+202.9% | $11,403+250.9% |