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 | $145,655 | $165,335-11.9% | $149,696-2.7% | $158,922-8.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.73% | 348.15%-337.4pp | 276.60%-265.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $4,829 | $5,103-5.4% | $4,644+4.0% | $4,761+1.4% |
| Participant deferral / active EE | $6,793 | $7,181-5.4% | $6,842-0.7% | $5,982+13.6% |
| Admin fee / account holder | $17,365 | $10,807+60.7% | $9,309+86.5% | $11,246+54.4% |