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 | $78,389 | $176,056-55.5% | $159,436-50.8% | $167,490-53.2% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 13.05% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $4,531 | $5,297-14.5% | $4,829-6.2% | $4,837-6.3% |
| Participant deferral / active EE | $9,743 | $7,750+25.7% | $7,352+32.5% | $6,341+53.6% |
| Admin fee / account holder | $4,528 | $12,554-63.9% | $10,799-58.1% | $12,309-63.2% |