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 | $78,531 | $165,335-52.5% | $149,696-47.5% | $158,922-50.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 14.74% | 348.15%-333.4pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,648 | $5,103-67.7% | $4,644-64.5% | $4,761-65.4% |
| Participant deferral / active EE | $6,378 | $7,181-11.2% | $6,842-6.8% | $5,982+6.6% |
| Admin fee / account holder | $6,493 | $10,807-39.9% | $9,309-30.2% | $11,246-42.3% |