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 | $70,282 | $165,335-57.5% | $149,696-53.0% | $158,922-55.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 13.74% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $4,682 | $5,103-8.3% | $4,644+0.8% | $4,761-1.7% |
| Participant deferral / active EE | $8,585 | $7,181+19.5% | $6,842+25.5% | $5,982+43.5% |
| Admin fee / account holder | $5,041 | $10,807-53.4% | $9,309-45.8% | $11,246-55.2% |