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 | $105,211 | $179,726-41.5% | $156,263-32.7% | $142,382-26.1% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 11.79% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $6,587 | $5,069+29.9% | $4,333+52.0% | $4,299+53.2% |
| Participant deferral / active EE | $5,918 | $6,956-14.9% | $6,158-3.9% | $6,507-9.1% |
| Admin fee / account holder | $62,748 | $17,272+263.3% | $14,255+340.2% | $12,624+397.1% |