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 | $113,912 | $176,812-35.6% | $146,665-22.3% | $167,490-32.0% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 14.64% | 24.03%-9.4pp | 22.74%-8.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $7,922 | $5,160+53.5% | $4,136+91.5% | $4,837+63.8% |
| Participant deferral / active EE | $9,070 | $6,440+40.8% | $5,506+64.7% | $6,341+43.0% |
| Admin fee / account holder | $1,172 | $13,259-91.2% | $10,280-88.6% | $12,309-90.5% |