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 | $134,582 | $152,587-11.8% | $125,175+7.5% | $152,861-12.0% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 23.43% | 54.84%-31.4pp | 43.79%-20.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $6,136 | $4,946+24.1% | $3,865+58.8% | $4,762+28.9% |
| Participant deferral / active EE | $9,016 | $5,868+53.6% | $4,937+82.6% | $5,850+54.1% |
| Admin fee / account holder | $1,537 | $13,434-88.6% | $9,702-84.2% | $11,596-86.7% |