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 | $118,170 | $198,466-40.5% | $170,442-30.7% | $147,584-19.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 15.81% | 257.29%-241.5pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $8,812 | $6,184+42.5% | $5,433+62.2% | $4,876+80.7% |
| Participant deferral / active EE | $6,359 | $5,629+13.0% | $4,939+28.7% | $5,439+16.9% |
| Admin fee / account holder | $2,157 | $16,852-87.2% | $13,880-84.5% | $10,885-80.2% |