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 9-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 | $131,914 | $165,335-20.2% | $149,696-11.9% | $158,922-17.0% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 19.43% | 348.15%-328.7pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,785 | $5,103-45.4% | $4,644-40.0% | $4,761-41.5% |
| Participant deferral / active EE | $6,680 | $7,181-7.0% | $6,842-2.4% | $5,982+11.7% |
| Admin fee / account holder | $485 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |