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 | $85,100 | $114,381-25.6% | $107,525-20.9% | $142,382-40.2% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 19.90% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,051 | $4,015+0.9% | $3,754+7.9% | $4,299-5.8% |
| Participant deferral / active EE | $8,435 | $5,564+51.6% | $5,116+64.9% | $6,507+29.6% |
| Admin fee / account holder | $15,897 | $9,860+61.2% | $8,919+78.2% | $12,624+25.9% |