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 | $108,548 | $165,335-34.3% | $149,696-27.5% | $158,922-31.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 35.68% | 348.15%-312.5pp | 276.60%-240.9pp | 302.83%-267.1pp |
| Employer contribution / active EE | $1,068 | $5,103-79.1% | $4,644-77.0% | $4,761-77.6% |
| Participant deferral / active EE | $4,627 | $7,181-35.6% | $6,842-32.4% | $5,982-22.7% |
| Admin fee / account holder | $20,496 | $10,807+89.7% | $9,309+120.2% | $11,246+82.3% |