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 | $127,748 | $155,788-18.0% | $124,672+2.5% | $167,490-23.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 12.91% | 17.97%-5.1pp | 5142.93%-5130.0pp | 478.56%-465.7pp |
| Employer contribution / active EE | $813 | $4,163-80.5% | $3,324-75.5% | $4,837-83.2% |
| Participant deferral / active EE | $2,966 | $5,673-47.7% | $4,614-35.7% | $6,341-53.2% |
| Admin fee / account holder | $935 | $9,531-90.2% | $7,493-87.5% | $12,309-92.4% |