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 | $98,722 | $175,202-43.7% | $149,673-34.0% | $139,434-29.2% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 17.79% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $6,568 | $5,474+20.0% | $4,818+36.3% | $4,751+38.2% |
| Participant deferral / active EE | $5,231 | $6,519-19.8% | $5,680-7.9% | $6,710-22.0% |
| Admin fee / account holder | $5,742 | $16,150-64.4% | $13,210-56.5% | $11,403-49.6% |