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 9-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 | $123,597 | $176,056-29.8% | $159,436-22.5% | $167,490-26.2% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 14.85% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,679 | $5,297-68.3% | $4,829-65.2% | $4,837-65.3% |
| Participant deferral / active EE | $8,356 | $7,750+7.8% | $7,352+13.6% | $6,341+31.8% |
| Admin fee / account holder | $2,634 | $12,554-79.0% | $10,799-75.6% | $12,309-78.6% |