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 | $129,825 | $165,335-21.5% | $149,696-13.3% | $158,922-18.3% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 15.59% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,656 | $5,103-28.4% | $4,644-21.3% | $4,761-23.2% |
| Participant deferral / active EE | $7,432 | $7,181+3.5% | $6,842+8.6% | $5,982+24.2% |
| Admin fee / account holder | $3,762 | $10,807-65.2% | $9,309-59.6% | $11,246-66.5% |