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 | $128,726 | $152,587-15.6% | $125,175+2.8% | $152,861-15.8% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 13.05% | 54.84%-41.8pp | 43.79%-30.7pp | 345.32%-332.3pp |
| Employer contribution / active EE | $3,175 | $4,946-35.8% | $3,865-17.9% | $4,762-33.3% |
| Participant deferral / active EE | $2,273 | $5,868-61.3% | $4,937-54.0% | $5,850-61.2% |
| Admin fee / account holder | $4,236 | $13,434-68.5% | $9,702-56.3% | $11,596-63.5% |