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 | $137,132 | $165,335-17.1% | $149,696-8.4% | $158,922-13.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.75% | 348.15%-330.4pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,750 | $5,103-46.1% | $4,644-40.8% | $4,761-42.2% |
| Participant deferral / active EE | $3,818 | $7,181-46.8% | $6,842-44.2% | $5,982-36.2% |
| Admin fee / account holder | $300 | $10,807-97.2% | $9,309-96.8% | $11,246-97.3% |