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 | $107,294 | $177,572-39.6% | $154,803-30.7% | $142,382-24.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,451 | $4,810-49.0% | $4,305-43.1% | $4,299-43.0% |
| Participant deferral / active EE | $6,093 | $6,272-2.8% | $5,540+10.0% | $6,507-6.4% |
| Admin fee / account holder | $49,571 | $16,786+195.3% | $14,329+245.9% | $12,624+292.7% |