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 | $89,490 | $157,256-43.1% | $141,162-36.6% | $152,861-41.5% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 20.06% | 64.32%-44.3pp | 71.39%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,715 | $5,261-10.4% | $4,735-0.4% | $4,762-1.0% |
| Participant deferral / active EE | $8,440 | $7,109+18.7% | $6,709+25.8% | $5,850+44.3% |
| Admin fee / account holder | $26,935 | $12,120+122.2% | $10,261+162.5% | $11,596+132.3% |