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 7-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 | $137,762 | $165,335-16.7% | $149,696-8.0% | $158,922-13.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 53.00% | 348.15%-295.1pp | 276.60%-223.6pp | 302.83%-249.8pp |
| Employer contribution / active EE | $2,377 | $5,103-53.4% | $4,644-48.8% | $4,761-50.1% |
| Participant deferral / active EE | $2,631 | $7,181-63.4% | $6,842-61.6% | $5,982-56.0% |
| Admin fee / account holder | $1,237 | $10,807-88.5% | $9,309-86.7% | $11,246-89.0% |