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 | $149,035 | $165,335-9.9% | $149,696-0.4% | $158,922-6.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.91% | 348.15%-339.2pp | 276.60%-267.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,105 | $5,103-58.7% | $4,644-54.7% | $4,761-55.8% |
| Participant deferral / active EE | $2,825 | $7,181-60.7% | $6,842-58.7% | $5,982-52.8% |
| Admin fee / account holder | $12,414 | $10,807+14.9% | $9,309+33.4% | $11,246+10.4% |