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 | $103,270 | $177,572-41.8% | $154,803-33.3% | $142,382-27.5% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 14.30% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,836 | $4,810-41.1% | $4,305-34.1% | $4,299-34.0% |
| Participant deferral / active EE | $11,343 | $6,272+80.9% | $5,540+104.7% | $6,507+74.3% |
| Admin fee / account holder | $50,666 | $16,786+201.8% | $14,329+253.6% | $12,624+301.4% |