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 | $86,379 | $179,726-51.9% | $156,263-44.7% | $142,382-39.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 16.39% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,721 | $5,069+12.9% | $4,333+32.0% | $4,299+33.1% |
| Participant deferral / active EE | $11,182 | $6,956+60.8% | $6,158+81.6% | $6,507+71.8% |
| Admin fee / account holder | $5,576 | $17,272-67.7% | $14,255-60.9% | $12,624-55.8% |