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 | $123,423 | $165,335-25.3% | $149,696-17.6% | $158,922-22.3% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 10.53% | 348.15%-337.6pp | 276.60%-266.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $3,243 | $5,103-36.5% | $4,644-30.2% | $4,761-31.9% |
| Participant deferral / active EE | $6,645 | $7,181-7.5% | $6,842-2.9% | $5,982+11.1% |
| Admin fee / account holder | $31,101 | $10,807+187.8% | $9,309+234.1% | $11,246+176.6% |