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 | $148,599 | $165,335-10.1% | $149,696-0.7% | $158,922-6.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 16.07% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $5,308 | $5,103+4.0% | $4,644+14.3% | $4,761+11.5% |
| Participant deferral / active EE | $8,778 | $7,181+22.2% | $6,842+28.3% | $5,982+46.7% |
| Admin fee / account holder | $730 | $10,807-93.2% | $9,309-92.2% | $11,246-93.5% |