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 | $134,896 | $177,572-24.0% | $154,803-12.9% | $142,382-5.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.69% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,925 | $4,810+23.2% | $4,305+37.6% | $4,299+37.8% |
| Participant deferral / active EE | $13,035 | $6,272+107.8% | $5,540+135.3% | $6,507+100.3% |
| Admin fee / account holder | $4,210 | $16,786-74.9% | $14,329-70.6% | $12,624-66.6% |