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 | $105,233 | $198,466-47.0% | $170,442-38.3% | $147,584-28.7% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 14.37% | 257.29%-242.9pp | 205.93%-191.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,744 | $6,184-39.4% | $5,433-31.1% | $4,876-23.2% |
| Participant deferral / active EE | $4,627 | $5,629-17.8% | $4,939-6.3% | $5,439-14.9% |
| Admin fee / account holder | $26,007 | $16,852+54.3% | $13,880+87.4% | $10,885+138.9% |