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 | $89,745 | $175,202-48.8% | $149,673-40.0% | $139,434-35.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 16.76% | 166.71%-149.9pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,357 | $5,474-56.9% | $4,818-51.1% | $4,751-50.4% |
| Participant deferral / active EE | $6,228 | $6,519-4.5% | $5,680+9.6% | $6,710-7.2% |
| Admin fee / account holder | $16,723 | $16,150+3.5% | $13,210+26.6% | $11,403+46.7% |