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 | $119,873 | $165,335-27.5% | $149,696-19.9% | $158,922-24.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.04% | 348.15%-339.1pp | 276.60%-267.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $5,775 | $5,103+13.2% | $4,644+24.3% | $4,761+21.3% |
| Participant deferral / active EE | $7,228 | $7,181+0.6% | $6,842+5.6% | $5,982+20.8% |
| Admin fee / account holder | $6,133 | $10,807-43.3% | $9,309-34.1% | $11,246-45.5% |