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 | $141,167 | $157,256-10.2% | $141,1620% | $152,861-7.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 17.21% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $4,462 | $5,261-15.2% | $4,735-5.8% | $4,762-6.3% |
| Participant deferral / active EE | $9,440 | $7,109+32.8% | $6,709+40.7% | $5,850+61.4% |
| Admin fee / account holder | $16,281 | $12,120+34.3% | $10,261+58.7% | $11,596+40.4% |