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 9-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 | $133,703 | $157,256-15.0% | $141,162-5.3% | $152,861-12.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 21.26% | 64.32%-43.1pp | 71.39%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,839 | $5,261-27.0% | $4,735-18.9% | $4,762-19.4% |
| Participant deferral / active EE | $8,585 | $7,109+20.7% | $6,709+28.0% | $5,850+46.7% |
| Admin fee / account holder | $30,909 | $12,120+155.0% | $10,261+201.2% | $11,596+166.5% |