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 | $100,436 | $133,922-25.0% | $116,228-13.6% | $142,382-29.5% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 11.69% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,375 | $3,446-31.1% | $2,994-20.7% | $4,299-44.8% |
| Participant deferral / active EE | $4,088 | $5,672-27.9% | $4,953-17.5% | $6,507-37.2% |
| Admin fee / account holder | $3,106 | $14,945-79.2% | $11,989-74.1% | $12,624-75.4% |