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 | $98,454 | $137,414-28.4% | $189,513-48.0% | $85,850+14.7% |
| Participation rate | 97.3% | 84.6%+12.7pp | 87.8%+9.5pp | 69.3%+28.0pp |
| Annual return | 15.55% | 38.14%-22.6pp | 555.15%-539.6pp | 318.53%-303.0pp |
| Employer contribution / active EE | $5,045 | $4,344+16.1% | $6,162-18.1% | $2,565+96.7% |
| Participant deferral / active EE | $5,018 | $6,260-19.8% | $8,221-39.0% | $3,952+27.0% |
| Admin fee / account holder | $1,153 | $8,630-86.6% | $12,045-90.4% | $6,260-81.6% |