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 | $101,135 | $183,519-44.9% | $155,509-35.0% | $145,922-30.7% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 13.20% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,959 | $5,313-6.7% | $4,672+6.1% | $4,660+6.4% |
| Participant deferral / active EE | $5,811 | $6,462-10.1% | $5,626+3.3% | $6,688-13.1% |
| Admin fee / account holder | $5,402 | $19,313-72.0% | $15,912-66.0% | $13,397-59.7% |