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 | $81,438 | $165,335-50.7% | $149,696-45.6% | $158,922-48.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 17.90% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,182 | $5,103-37.6% | $4,644-31.5% | $4,761-33.2% |
| Participant deferral / active EE | $6,578 | $7,181-8.4% | $6,842-3.8% | $5,982+10.0% |
| Admin fee / account holder | $19,422 | $10,807+79.7% | $9,309+108.6% | $11,246+72.7% |