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 | $138,689 | $165,335-16.1% | $149,696-7.4% | $158,922-12.7% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 17.49% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,977 | $5,103-41.7% | $4,644-35.9% | $4,761-37.5% |
| Participant deferral / active EE | $6,179 | $7,181-14.0% | $6,842-9.7% | $5,982+3.3% |
| Admin fee / account holder | $2,083 | $10,807-80.7% | $9,309-77.6% | $11,246-81.5% |