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 | $130,544 | $177,572-26.5% | $154,803-15.7% | $142,382-8.3% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $7,085 | $4,810+47.3% | $4,305+64.6% | $4,299+64.8% |
| Participant deferral / active EE | $8,316 | $6,272+32.6% | $5,540+50.1% | $6,507+27.8% |
| Admin fee / account holder | $1,106 | $16,786-93.4% | $14,329-92.3% | $12,624-91.2% |