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 | $126,485 | $165,335-23.5% | $149,696-15.5% | $158,922-20.4% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 11.57% | 348.15%-336.6pp | 276.60%-265.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $5,832 | $5,103+14.3% | $4,644+25.6% | $4,761+22.5% |
| Participant deferral / active EE | $5,923 | $7,181-17.5% | $6,842-13.4% | $5,982-1.0% |
| Admin fee / account holder | $351 | $10,807-96.8% | $9,309-96.2% | $11,246-96.9% |