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 8-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 | $129,994 | $165,335-21.4% | $149,696-13.2% | $158,922-18.2% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 16.33% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,494 | $5,103-51.1% | $4,644-46.3% | $4,761-47.6% |
| Participant deferral / active EE | $12,376 | $7,181+72.3% | $6,842+80.9% | $5,982+106.9% |
| Admin fee / account holder | $11,337 | $10,807+4.9% | $9,309+21.8% | $11,246+0.8% |