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 | $141,261 | $214,378-34.1% | $200,582-29.6% | $142,382-0.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.10% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,825 | $6,841-29.5% | $6,419-24.8% | $4,299+12.2% |
| Participant deferral / active EE | $9,101 | $9,865-7.7% | $9,331-2.5% | $6,507+39.9% |
| Admin fee / account holder | $4,169 | $17,692-76.4% | $16,305-74.4% | $12,624-67.0% |