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 | $124,984 | $135,952-8.1% | $123,892+0.9% | $273,961-54.4% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 9.56% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,823 | $5,170-45.4% | $4,617-38.8% | $4,869-42.0% |
| Participant deferral / active EE | $5,178 | $6,343-18.4% | $5,984-13.5% | $5,287-2.1% |
| Admin fee / account holder | $7,386 | $9,817-24.8% | $8,357-11.6% | $10,132-27.1% |