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 | $105,963 | $183,519-42.3% | $155,509-31.9% | $145,922-27.4% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 16.01% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $7,458 | $5,313+40.4% | $4,672+59.6% | $4,660+60.1% |
| Participant deferral / active EE | $8,900 | $6,462+37.7% | $5,626+58.2% | $6,688+33.1% |
| Admin fee / account holder | $5,845 | $19,313-69.7% | $15,912-63.3% | $13,397-56.4% |