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 | $98,446 | $133,922-26.5% | $116,228-15.3% | $142,382-30.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 15.10% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,652 | $3,446+122.1% | $2,994+155.6% | $4,299+78.0% |
| Participant deferral / active EE | $7,652 | $5,672+34.9% | $4,953+54.5% | $6,507+17.6% |
| Admin fee / account holder | $3,014 | $14,945-79.8% | $11,989-74.9% | $12,624-76.1% |