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 | $120,856 | $165,335-26.9% | $149,696-19.3% | $158,922-24.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 16.73% | 348.15%-331.4pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,109 | $5,103-58.7% | $4,644-54.6% | $4,761-55.7% |
| Participant deferral / active EE | $6,202 | $7,181-13.6% | $6,842-9.3% | $5,982+3.7% |
| Admin fee / account holder | $20,296 | $10,807+87.8% | $9,309+118.0% | $11,246+80.5% |