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 | $105,701 | $175,202-39.7% | $149,673-29.4% | $139,434-24.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 20.90% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $5,330 | $5,474-2.6% | $4,818+10.6% | $4,751+12.2% |
| Participant deferral / active EE | $8,735 | $6,519+34.0% | $5,680+53.8% | $6,710+30.2% |
| Admin fee / account holder | $11,905 | $16,150-26.3% | $13,210-9.9% | $11,403+4.4% |