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 9-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 | $95,695 | $165,335-42.1% | $149,696-36.1% | $158,922-39.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 15.14% | 348.15%-333.0pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $6,916 | $5,103+35.5% | $4,644+48.9% | $4,761+45.3% |
| Participant deferral / active EE | $7,493 | $7,181+4.3% | $6,842+9.5% | $5,982+25.3% |
| Admin fee / account holder | $2,422 | $10,807-77.6% | $9,309-74.0% | $11,246-78.5% |