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 | $130,355 | $165,335-21.2% | $149,696-12.9% | $158,922-18.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.71% | 348.15%-331.4pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $5,475 | $5,103+7.3% | $4,644+17.9% | $4,761+15.0% |
| Participant deferral / active EE | $11,502 | $7,181+60.2% | $6,842+68.1% | $5,982+92.3% |
| Admin fee / account holder | $7,210 | $10,807-33.3% | $9,309-22.5% | $11,246-35.9% |