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 | $141,964 | $165,335-14.1% | $149,696-5.2% | $158,922-10.7% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 15.96% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $9,279 | $5,103+81.8% | $4,644+99.8% | $4,761+94.9% |
| Participant deferral / active EE | $6,811 | $7,181-5.2% | $6,842-0.4% | $5,982+13.9% |
| Admin fee / account holder | $3,641 | $10,807-66.3% | $9,309-60.9% | $11,246-67.6% |