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 | $114,428 | $165,335-30.8% | $149,696-23.6% | $158,922-28.0% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 13.79% | 348.15%-334.4pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,483 | $5,103-51.3% | $4,644-46.5% | $4,761-47.8% |
| Participant deferral / active EE | $5,602 | $7,181-22.0% | $6,842-18.1% | $5,982-6.3% |
| Admin fee / account holder | $3,013 | $10,807-72.1% | $9,309-67.6% | $11,246-73.2% |