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 9-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 | $110,747 | $159,602-30.6% | $150,045-26.2% | $142,382-22.2% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 14.94% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $9,566 | $4,961+92.8% | $4,693+103.8% | $4,299+122.5% |
| Participant deferral / active EE | $7,502 | $8,310-9.7% | $7,997-6.2% | $6,507+15.3% |
| Admin fee / account holder | $21,357 | $14,846+43.9% | $13,435+59.0% | $12,624+69.2% |