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 | $141,534 | $165,335-14.4% | $149,696-5.5% | $158,922-10.9% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 9.05% | 348.15%-339.1pp | 276.60%-267.5pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,744 | $5,103-65.8% | $4,644-62.4% | $4,761-63.4% |
| Participant deferral / active EE | $3,285 | $7,181-54.3% | $6,842-52.0% | $5,982-45.1% |
| Admin fee / account holder | $645 | $10,807-94.0% | $9,309-93.1% | $11,246-94.3% |