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 | $98,119 | $185,822-47.2% | $169,993-42.3% | $139,434-29.6% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.2pp |
| Annual return | 18.35% | 60.50%-42.1pp | 53.37%-35.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,805 | $7,590-76.2% | $6,785-73.4% | $4,751-62.0% |
| Participant deferral / active EE | $11,138 | $11,622-4.2% | $10,408+7.0% | $6,710+66.0% |
| Admin fee / account holder | $1,936 | $15,381-87.4% | $12,815-84.9% | $11,403-83.0% |