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 | $118,207 | $165,335-28.5% | $149,696-21.0% | $158,922-25.6% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 15.23% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,895 | $5,103-4.1% | $4,644+5.4% | $4,761+2.8% |
| Participant deferral / active EE | $6,779 | $7,181-5.6% | $6,842-0.9% | $5,982+13.3% |
| Admin fee / account holder | $432 | $10,807-96.0% | $9,309-95.4% | $11,246-96.2% |