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 | $102,119 | $177,572-42.5% | $154,803-34.0% | $142,382-28.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 14.94% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,407 | $4,810-50.0% | $4,305-44.1% | $4,299-44.0% |
| Participant deferral / active EE | $3,845 | $6,272-38.7% | $5,540-30.6% | $6,507-40.9% |
| Admin fee / account holder | $21,095 | $16,786+25.7% | $14,329+47.2% | $12,624+67.1% |