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 | $132,072 | $135,952-2.9% | $123,892+6.6% | $273,961-51.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.58% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $8,658 | $5,170+67.5% | $4,617+87.5% | $4,869+77.8% |
| Participant deferral / active EE | $9,119 | $6,343+43.8% | $5,984+52.4% | $5,287+72.5% |
| Admin fee / account holder | $2,157 | $9,817-78.0% | $8,357-74.2% | $10,132-78.7% |