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 | $93,063 | $133,922-30.5% | $116,228-19.9% | $142,382-34.6% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 15.44% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,552 | $3,446+32.1% | $2,994+52.0% | $4,299+5.9% |
| Participant deferral / active EE | $3,019 | $5,672-46.8% | $4,953-39.0% | $6,507-53.6% |
| Admin fee / account holder | $51,334 | $14,945+243.5% | $11,989+328.2% | $12,624+306.6% |