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 | $134,069 | $157,256-14.7% | $141,162-5.0% | $152,861-12.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 23.83% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,704 | $5,261-48.6% | $4,735-42.9% | $4,762-43.2% |
| Participant deferral / active EE | $8,733 | $7,109+22.8% | $6,709+30.2% | $5,850+49.3% |
| Admin fee / account holder | $600 | $12,120-95.1% | $10,261-94.2% | $11,596-94.8% |