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 | $70,100 | $165,335-57.6% | $149,696-53.2% | $158,922-55.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.81% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,752 | $5,103-26.5% | $4,644-19.2% | $4,761-21.2% |
| Participant deferral / active EE | $7,540 | $7,181+5.0% | $6,842+10.2% | $5,982+26.0% |
| Admin fee / account holder | $13,399 | $10,807+24.0% | $9,309+43.9% | $11,246+19.1% |