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 | $87,386 | $109,327-20.1% | $89,391-2.2% | $158,922-45.0% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.0%+27.3pp | 82.0%+13.3pp |
| Annual return | 14.56% | 345.68%-331.1pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $5,443 | $3,170+71.7% | $2,586+110.5% | $4,761+14.3% |
| Participant deferral / active EE | $4,002 | $4,598-13.0% | $3,890+2.9% | $5,982-33.1% |
| Admin fee / account holder | $1,418 | $6,153-76.9% | $4,881-70.9% | $11,246-87.4% |