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 | $106,498 | $185,822-42.7% | $169,993-37.4% | $139,434-23.6% |
| Participation rate | 90.5% | 87.8%+2.7pp | 87.0%+3.5pp | 80.3%+10.2pp |
| Annual return | 14.94% | 60.50%-45.6pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,377 | $7,590-55.5% | $6,785-50.2% | $4,751-28.9% |
| Participant deferral / active EE | $9,936 | $11,622-14.5% | $10,408-4.5% | $6,710+48.1% |
| Admin fee / account holder | $5,376 | $15,381-65.0% | $12,815-58.1% | $11,403-52.9% |