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 | $89,788 | $179,726-50.0% | $156,263-42.5% | $142,382-36.9% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 15.73% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,240 | $5,069-16.4% | $4,333-2.2% | $4,299-1.4% |
| Participant deferral / active EE | $11,921 | $6,956+71.4% | $6,158+93.6% | $6,507+83.2% |
| Admin fee / account holder | $43,514 | $17,272+151.9% | $14,255+205.3% | $12,624+244.7% |