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 | $88,414 | $175,202-49.5% | $149,673-40.9% | $139,434-36.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.30% | 166.71%-153.4pp | 134.42%-121.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $5,987 | $5,474+9.4% | $4,818+24.3% | $4,751+26.0% |
| Participant deferral / active EE | $6,037 | $6,519-7.4% | $5,680+6.3% | $6,710-10.0% |
| Admin fee / account holder | $19,672 | $16,150+21.8% | $13,210+48.9% | $11,403+72.5% |