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 | $104,901 | $165,335-36.6% | $149,696-29.9% | $158,922-34.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 16.77% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,153 | $5,103-38.2% | $4,644-32.1% | $4,761-33.8% |
| Participant deferral / active EE | $8,393 | $7,181+16.9% | $6,842+22.7% | $5,982+40.3% |
| Admin fee / account holder | $500 | $10,807-95.4% | $9,309-94.6% | $11,246-95.6% |