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 | $126,040 | $162,781-22.6% | $133,956-5.9% | $158,922-20.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 14.04% | 41.94%-27.9pp | 45.09%-31.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,741 | $4,975-44.9% | $3,919-30.0% | $4,761-42.4% |
| Participant deferral / active EE | $9,783 | $5,911+65.5% | $5,048+93.8% | $5,982+63.5% |
| Admin fee / account holder | $58,349 | $11,736+397.2% | $8,927+553.6% | $11,246+418.9% |