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 | $135,180 | $165,335-18.2% | $149,696-9.7% | $158,922-14.9% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 15.17% | 348.15%-333.0pp | 276.60%-261.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,099 | $5,103-78.5% | $4,644-76.3% | $4,761-76.9% |
| Participant deferral / active EE | $2,737 | $7,181-61.9% | $6,842-60.0% | $5,982-54.3% |
| Admin fee / account holder | $1,748 | $10,807-83.8% | $9,309-81.2% | $11,246-84.5% |