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 | $120,167 | $165,335-27.3% | $149,696-19.7% | $158,922-24.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.17% | 348.15%-333.0pp | 276.60%-261.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $6,913 | $5,103+35.5% | $4,644+48.9% | $4,761+45.2% |
| Participant deferral / active EE | $12,296 | $7,181+71.2% | $6,842+79.7% | $5,982+105.5% |
| Admin fee / account holder | $2,067 | $10,807-80.9% | $9,309-77.8% | $11,246-81.6% |