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 | $128,932 | $153,772-16.2% | $133,980-3.8% | $273,961-52.9% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | 6.18% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,587 | $6,029-40.5% | $5,211-31.2% | $4,869-26.3% |
| Participant deferral / active EE | $8,395 | $6,958+20.6% | $6,282+33.6% | $5,287+58.8% |
| Admin fee / account holder | $918 | $11,765-92.2% | $9,324-90.2% | $10,132-90.9% |