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 | $100,607 | $232,540-56.7% | $185,117-45.7% | $147,584-31.8% |
| Participation rate | 94.1% | 82.4%+11.8pp | 77.3%+16.9pp | 82.8%+11.3pp |
| Annual return | 22.16% | 43.03%-20.9pp | 40.50%-18.3pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,315 | $5,195-55.4% | $4,182-44.6% | $4,876-52.5% |
| Participant deferral / active EE | $7,579 | $5,834+29.9% | $5,045+50.2% | $5,439+39.3% |
| Admin fee / account holder | $8,027 | $10,275-21.9% | $8,159-1.6% | $10,885-26.3% |