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 | $114,517 | $165,335-30.7% | $149,696-23.5% | $158,922-27.9% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 8.77% | 348.15%-339.4pp | 276.60%-267.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $9,229 | $5,103+80.9% | $4,644+98.7% | $4,761+93.8% |
| Participant deferral / active EE | $5,479 | $7,181-23.7% | $6,842-19.9% | $5,982-8.4% |
| Admin fee / account holder | $527 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |