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 | $68,284 | $165,335-58.7% | $149,696-54.4% | $158,922-57.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.60% | 348.15%-335.5pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $7,108 | $5,103+39.3% | $4,644+53.1% | $4,761+49.3% |
| Participant deferral / active EE | $6,901 | $7,181-3.9% | $6,842+0.9% | $5,982+15.4% |
| Admin fee / account holder | $2,422 | $10,807-77.6% | $9,309-74.0% | $11,246-78.5% |