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 | $93,425 | $114,381-18.3% | $107,525-13.1% | $142,382-34.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 16.95% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $13,053 | $4,015+225.1% | $3,754+247.7% | $4,299+203.6% |
| Participant deferral / active EE | $5,799 | $5,564+4.2% | $5,116+13.4% | $6,507-10.9% |
| Admin fee / account holder | $1,096 | $9,860-88.9% | $8,919-87.7% | $12,624-91.3% |