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 | $103,813 | $177,572-41.5% | $154,803-32.9% | $142,382-27.1% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 15.84% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $16,107 | $4,810+234.8% | $4,305+274.1% | $4,299+274.7% |
| Participant deferral / active EE | $10,836 | $6,272+72.8% | $5,540+95.6% | $6,507+66.5% |
| Admin fee / account holder | $13,175 | $16,786-21.5% | $14,329-8.1% | $12,624+4.4% |