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 | $137,762 | $165,335-16.7% | $149,696-8.0% | $158,922-13.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 23.18% | 348.15%-325.0pp | 276.60%-253.4pp | 302.83%-279.7pp |
| Employer contribution / active EE | $3,016 | $5,103-40.9% | $4,644-35.1% | $4,761-36.7% |
| Participant deferral / active EE | $5,018 | $7,181-30.1% | $6,842-26.6% | $5,982-16.1% |
| Admin fee / account holder | $306 | $10,807-97.2% | $9,309-96.7% | $11,246-97.3% |