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 | $114,155 | $183,519-37.8% | $155,509-26.6% | $145,922-21.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.89% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,070 | $5,313-79.9% | $4,672-77.1% | $4,660-77.0% |
| Participant deferral / active EE | $11,337 | $6,462+75.4% | $5,626+101.5% | $6,688+69.5% |
| Admin fee / account holder | $27,209 | $19,313+40.9% | $15,912+71.0% | $13,397+103.1% |