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 | $94,499 | $165,335-42.8% | $149,696-36.9% | $158,922-40.5% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 14.16% | 348.15%-334.0pp | 276.60%-262.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $4,050 | $5,103-20.6% | $4,644-12.8% | $4,761-14.9% |
| Participant deferral / active EE | $10,609 | $7,181+47.7% | $6,842+55.1% | $5,982+77.3% |
| Admin fee / account holder | $17,604 | $10,807+62.9% | $9,309+89.1% | $11,246+56.5% |