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 9-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 | $100,214 | $74,888+33.8% | $71,209+40.7% | $142,382-29.6% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 16.43% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,115 | $2,854+79.2% | $2,721+88.0% | $4,299+19.0% |
| Participant deferral / active EE | $8,646 | $4,454+94.1% | $4,175+107.1% | $6,507+32.9% |
| Admin fee / account holder | $6,231 | $5,568+11.9% | $5,349+16.5% | $12,624-50.6% |