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 | $94,097 | $159,602-41.0% | $150,045-37.3% | $142,382-33.9% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 12.86% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $6,898 | $4,961+39.1% | $4,693+47.0% | $4,299+60.4% |
| Participant deferral / active EE | $16,943 | $8,310+103.9% | $7,997+111.9% | $6,507+160.4% |
| Admin fee / account holder | $10,497 | $14,846-29.3% | $13,435-21.9% | $12,624-16.9% |