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 | $104,327 | $159,602-34.6% | $150,045-30.5% | $142,382-26.7% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 13.08% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $15,038 | $4,961+203.2% | $4,693+220.4% | $4,299+249.8% |
| Participant deferral / active EE | $18,013 | $8,310+116.8% | $7,997+125.2% | $6,507+176.8% |
| Admin fee / account holder | $57,429 | $14,846+286.8% | $13,435+327.5% | $12,624+354.9% |