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 | $94,412 | $165,335-42.9% | $149,696-36.9% | $158,922-40.6% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 19.66% | 348.15%-328.5pp | 276.60%-256.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $7,990 | $5,103+56.6% | $4,644+72.0% | $4,761+67.8% |
| Participant deferral / active EE | $8,133 | $7,181+13.2% | $6,842+18.9% | $5,982+36.0% |
| Admin fee / account holder | $21,274 | $10,807+96.9% | $9,309+128.5% | $11,246+89.2% |