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 | $98,165 | $117,381-16.4% | $99,443-1.3% | $152,861-35.8% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 20.94% | 31.87%-10.9pp | 30.72%-9.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $7,094 | $3,013+135.5% | $2,540+179.3% | $4,762+49.0% |
| Participant deferral / active EE | $2,318 | $4,086-43.3% | $3,619-35.9% | $5,850-60.4% |
| Admin fee / account holder | $7,365 | $7,631-3.5% | $6,250+17.8% | $11,596-36.5% |