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 | $60,787 | $165,335-63.2% | $149,696-59.4% | $158,922-61.8% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 15.40% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $6,388 | $5,103+25.2% | $4,644+37.6% | $4,761+34.2% |
| Participant deferral / active EE | $7,595 | $7,181+5.8% | $6,842+11.0% | $5,982+27.0% |
| Admin fee / account holder | $2,171 | $10,807-79.9% | $9,309-76.7% | $11,246-80.7% |