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 | $87,895 | $183,963-52.2% | $162,163-45.8% | $152,861-42.5% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 22.57% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,833 | $6,371-24.1% | $5,614-13.9% | $4,762+1.5% |
| Participant deferral / active EE | $12,722 | $8,034+58.4% | $7,298+74.3% | $5,850+117.5% |
| Admin fee / account holder | $8,776 | $13,121-33.1% | $10,843-19.1% | $11,596-24.3% |