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 | $105,953 | $157,256-32.6% | $141,162-24.9% | $152,861-30.7% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 26.27% | 64.32%-38.1pp | 71.39%-45.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $5,035 | $5,261-4.3% | $4,735+6.3% | $4,762+5.7% |
| Participant deferral / active EE | $9,206 | $7,109+29.5% | $6,709+37.2% | $5,850+57.4% |
| Admin fee / account holder | $9,181 | $12,120-24.2% | $10,261-10.5% | $11,596-20.8% |