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 | $106,683 | $203,436-47.6% | $152,466-30.0% | $167,490-36.3% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.2%+13.5pp | 82.1%+9.6pp |
| Annual return | 14.73% | 13.80%+0.9pp | 757.33%-742.6pp | 478.56%-463.8pp |
| Employer contribution / active EE | $4,000 | $5,220-23.4% | $4,327-7.6% | $4,837-17.3% |
| Participant deferral / active EE | $9,708 | $6,716+44.6% | $5,820+66.8% | $6,341+53.1% |
| Admin fee / account holder | $3,294 | $22,506-85.4% | $15,805-79.2% | $12,309-73.2% |