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 | $127,265 | $165,335-23.0% | $149,696-15.0% | $158,922-19.9% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 13.83% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $7,370 | $5,103+44.4% | $4,644+58.7% | $4,761+54.8% |
| Participant deferral / active EE | $6,938 | $7,181-3.4% | $6,842+1.4% | $5,982+16.0% |
| Admin fee / account holder | $36,542 | $10,807+238.2% | $9,309+292.6% | $11,246+224.9% |