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 | $69,026 | $165,335-58.3% | $149,696-53.9% | $158,922-56.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 23.40% | 348.15%-324.7pp | 276.60%-253.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $6,310 | $5,103+23.7% | $4,644+35.9% | $4,761+32.5% |
| Participant deferral / active EE | $6,600 | $7,181-8.1% | $6,842-3.5% | $5,982+10.3% |
| Admin fee / account holder | $8,226 | $10,807-23.9% | $9,309-11.6% | $11,246-26.9% |