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 | $122,538 | $154,117-20.5% | $129,995-5.7% | $139,434-12.1% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.8pp | 80.3%+14.9pp |
| Annual return | 14.81% | 32.48%-17.7pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $4,214 | $5,289-20.3% | $4,320-2.5% | $4,751-11.3% |
| Participant deferral / active EE | $8,218 | $6,710+22.5% | $5,820+41.2% | $6,710+22.5% |
| Admin fee / account holder | $9,342 | $14,007-33.3% | $10,614-12.0% | $11,403-18.1% |