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 | $97,230 | $183,519-47.0% | $155,509-37.5% | $145,922-33.4% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 11.31% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,940 | $5,313+30.6% | $4,672+48.5% | $4,660+48.9% |
| Participant deferral / active EE | $6,492 | $6,462+0.5% | $5,626+15.4% | $6,688-2.9% |
| Admin fee / account holder | $59,831 | $19,313+209.8% | $15,912+276.0% | $13,397+346.6% |