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 | $129,702 | $201,272-35.6% | $184,203-29.6% | $145,922-11.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 28.98% | 29.00%0pp | 28.81%+0.2pp | 561.29%-532.3pp |
| Employer contribution / active EE | $8,305 | $7,022+18.3% | $6,427+29.2% | $4,660+78.2% |
| Participant deferral / active EE | $14,011 | $9,806+42.9% | $9,131+53.4% | $6,688+109.5% |
| Admin fee / account holder | $7,594 | $16,364-53.6% | $13,901-45.4% | $13,397-43.3% |