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 | $109,259 | $162,781-32.9% | $133,956-18.4% | $158,922-31.3% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 7.95% | 41.94%-34.0pp | 45.09%-37.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $6,053 | $4,975+21.7% | $3,919+54.5% | $4,761+27.1% |
| Participant deferral / active EE | $11,742 | $5,911+98.7% | $5,048+132.6% | $5,982+96.3% |
| Admin fee / account holder | $46,937 | $11,736+299.9% | $8,927+425.8% | $11,246+317.4% |