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 | $128,058 | $175,202-26.9% | $149,673-14.4% | $139,434-8.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 14.97% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $8,903 | $5,474+62.6% | $4,818+84.8% | $4,751+87.4% |
| Participant deferral / active EE | $7,549 | $6,519+15.8% | $5,680+32.9% | $6,710+12.5% |
| Admin fee / account holder | $682 | $16,150-95.8% | $13,210-94.8% | $11,403-94.0% |