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 | $115,531 | $165,335-30.1% | $149,696-22.8% | $158,922-27.3% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 16.19% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,834 | $5,103-24.9% | $4,644-17.5% | $4,761-19.5% |
| Participant deferral / active EE | $7,331 | $7,181+2.1% | $6,842+7.1% | $5,982+22.5% |
| Admin fee / account holder | $1,003 | $10,807-90.7% | $9,309-89.2% | $11,246-91.1% |