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 | $182,422 | $165,335+10.3% | $149,696+21.9% | $158,922+14.8% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 26.11% | 348.15%-322.0pp | 276.60%-250.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $2,676 | $5,103-47.6% | $4,644-42.4% | $4,761-43.8% |
| Participant deferral / active EE | $6,375 | $7,181-11.2% | $6,842-6.8% | $5,982+6.6% |
| Admin fee / account holder | $2,879 | $10,807-73.4% | $9,309-69.1% | $11,246-74.4% |