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 | $114,590 | $124,319-7.8% | $111,297+3.0% | $167,490-31.6% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 23.02% | 37.44%-14.4pp | 54.65%-31.6pp | 478.56%-455.5pp |
| Employer contribution / active EE | $14,245 | $3,435+314.6% | $2,731+421.6% | $4,837+194.5% |
| Participant deferral / active EE | $2,371 | $5,180-54.2% | $4,487-47.2% | $6,341-62.6% |
| Admin fee / account holder | $14,440 | $10,618+36.0% | $7,964+81.3% | $12,309+17.3% |