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 | $99,207 | $176,812-43.9% | $146,665-32.4% | $167,490-40.8% |
| Participation rate | 93.8% | 83.6%+10.1pp | 80.1%+13.7pp | 82.1%+11.6pp |
| Annual return | 14.93% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $6,615 | $5,160+28.2% | $4,136+59.9% | $4,837+36.8% |
| Participant deferral / active EE | $7,795 | $6,440+21.1% | $5,506+41.6% | $6,341+22.9% |
| Admin fee / account holder | $395 | $13,259-97.0% | $10,280-96.2% | $12,309-96.8% |