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 | $99,265 | $183,963-46.0% | $162,163-38.8% | $152,861-35.1% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 15.62% | 150.76%-135.1pp | 115.59%-100.0pp | 345.32%-329.7pp |
| Employer contribution / active EE | $4,262 | $6,371-33.1% | $5,614-24.1% | $4,762-10.5% |
| Participant deferral / active EE | $3,001 | $8,034-62.6% | $7,298-58.9% | $5,850-48.7% |
| Admin fee / account holder | $6,685 | $13,121-49.1% | $10,843-38.3% | $11,596-42.4% |