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 9-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 | $95,026 | $124,281-23.5% | $109,143-12.9% | $167,490-43.3% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 14.69% | 26.04%-11.3pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $13,381 | $4,207+218.0% | $3,722+259.5% | $4,837+176.6% |
| Participant deferral / active EE | $9,365 | $5,255+78.2% | $4,653+101.3% | $6,341+47.7% |
| Admin fee / account holder | $8,184 | $7,970+2.7% | $6,752+21.2% | $12,309-33.5% |