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 | $96,073 | $148,534-35.3% | $135,903-29.3% | $139,434-31.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.84% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,660 | $5,243-30.2% | $4,856-24.6% | $4,751-23.0% |
| Participant deferral / active EE | $9,335 | $8,100+15.3% | $7,758+20.3% | $6,710+39.1% |
| Admin fee / account holder | $2,637 | $12,400-78.7% | $10,762-75.5% | $11,403-76.9% |