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 | $148,632 | $176,056-15.6% | $159,436-6.8% | $167,490-11.3% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 14.96% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,876 | $5,297-45.7% | $4,829-40.4% | $4,837-40.5% |
| Participant deferral / active EE | $7,129 | $7,750-8.0% | $7,352-3.0% | $6,341+12.4% |
| Admin fee / account holder | $3,301 | $12,554-73.7% | $10,799-69.4% | $12,309-73.2% |