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 | $97,837 | $165,335-40.8% | $149,696-34.6% | $158,922-38.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.47% | 348.15%-331.7pp | 276.60%-260.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,509 | $5,103-50.8% | $4,644-46.0% | $4,761-47.3% |
| Participant deferral / active EE | $8,568 | $7,181+19.3% | $6,842+25.2% | $5,982+43.2% |
| Admin fee / account holder | $2,111 | $10,807-80.5% | $9,309-77.3% | $11,246-81.2% |