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 | $103,877 | $179,726-42.2% | $156,263-33.5% | $142,382-27.0% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 18.85% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,829 | $5,069-24.5% | $4,333-11.6% | $4,299-10.9% |
| Participant deferral / active EE | $7,967 | $6,956+14.5% | $6,158+29.4% | $6,507+22.4% |
| Admin fee / account holder | $6,890 | $17,272-60.1% | $14,255-51.7% | $12,624-45.4% |