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 8-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 | $137,770 | $165,335-16.7% | $149,696-8.0% | $158,922-13.3% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 13.22% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $3,637 | $5,103-28.7% | $4,644-21.7% | $4,761-23.6% |
| Participant deferral / active EE | $9,598 | $7,181+33.6% | $6,842+40.3% | $5,982+60.4% |
| Admin fee / account holder | $2,041 | $10,807-81.1% | $9,309-78.1% | $11,246-81.8% |