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 | $110,255 | $159,602-30.9% | $150,045-26.5% | $142,382-22.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 15.12% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,316 | $4,961-33.1% | $4,693-29.3% | $4,299-22.9% |
| Participant deferral / active EE | $6,615 | $8,310-20.4% | $7,997-17.3% | $6,507+1.7% |
| Admin fee / account holder | $7,568 | $14,846-49.0% | $13,435-43.7% | $12,624-40.0% |