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 9-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 | $112,470 | $125,758-10.6% | $169,993-33.8% | $75,163+49.6% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.0%+1.6pp | 67.2%+21.4pp |
| Annual return | 17.20% | 27.20%-10.0pp | 53.37%-36.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $11,524 | $4,615+149.7% | $6,785+69.8% | $2,670+331.6% |
| Participant deferral / active EE | $17,449 | $6,837+155.2% | $10,408+67.7% | $4,125+323.0% |
| Admin fee / account holder | $7,315 | $8,173-10.5% | $12,815-42.9% | $5,651+29.4% |