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 | $101,990 | $114,381-10.8% | $107,525-5.1% | $142,382-28.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 17.94% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,160 | $4,015-46.2% | $3,754-42.4% | $4,299-49.7% |
| Participant deferral / active EE | $6,533 | $5,564+17.4% | $5,116+27.7% | $6,507+0.4% |
| Admin fee / account holder | $9,441 | $9,860-4.3% | $8,919+5.9% | $12,624-25.2% |