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 | $125,494 | $165,335-24.1% | $149,696-16.2% | $158,922-21.0% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 25.59% | 348.15%-322.6pp | 276.60%-251.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,732 | $5,103-66.1% | $4,644-62.7% | $4,761-63.6% |
| Participant deferral / active EE | $7,216 | $7,181+0.5% | $6,842+5.5% | $5,982+20.6% |
| Admin fee / account holder | $3,385 | $10,807-68.7% | $9,309-63.6% | $11,246-69.9% |