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 | $129,239 | $162,781-20.6% | $133,956-3.5% | $158,922-18.7% |
| Participation rate | 82.6% | 83.2%-0.6pp | 79.8%+2.8pp | 82.0%+0.7pp |
| Annual return | 32.11% | 41.94%-9.8pp | 45.09%-13.0pp | 302.83%-270.7pp |
| Employer contribution / active EE | $9,694 | $4,975+94.8% | $3,919+147.4% | $4,761+103.6% |
| Participant deferral / active EE | $5,753 | $5,911-2.7% | $5,048+14.0% | $5,982-3.8% |
| Admin fee / account holder | $4,429 | $11,736-62.3% | $8,927-50.4% | $11,246-60.6% |