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 | $134,567 | $165,335-18.6% | $149,696-10.1% | $158,922-15.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 11.29% | 348.15%-336.9pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $3,825 | $5,103-25.0% | $4,644-17.6% | $4,761-19.7% |
| Participant deferral / active EE | $7,154 | $7,181-0.4% | $6,842+4.6% | $5,982+19.6% |
| Admin fee / account holder | $343 | $10,807-96.8% | $9,309-96.3% | $11,246-97.0% |