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 | $94,566 | $133,922-29.4% | $116,228-18.6% | $142,382-33.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 12.04% | 147.76%-135.7pp | 90.06%-78.0pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,525 | $3,446+31.3% | $2,994+51.1% | $4,299+5.2% |
| Participant deferral / active EE | $9,025 | $5,672+59.1% | $4,953+82.2% | $6,507+38.7% |
| Admin fee / account holder | $6,287 | $14,945-57.9% | $11,989-47.6% | $12,624-50.2% |