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 | $123,165 | $165,335-25.5% | $149,696-17.7% | $158,922-22.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 12.35% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $6,346 | $5,103+24.4% | $4,644+36.6% | $4,761+33.3% |
| Participant deferral / active EE | $16,926 | $7,181+135.7% | $6,842+147.4% | $5,982+182.9% |
| Admin fee / account holder | $52,130 | $10,807+382.4% | $9,309+460.0% | $11,246+363.6% |