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 | $88,922 | $114,381-22.3% | $107,525-17.3% | $142,382-37.5% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 14.88% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $18,677 | $4,015+365.2% | $3,754+397.6% | $4,299+334.4% |
| Participant deferral / active EE | $7,603 | $5,564+36.6% | $5,116+48.6% | $6,507+16.8% |
| Admin fee / account holder | $2,934 | $9,860-70.2% | $8,919-67.1% | $12,624-76.8% |