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 | $108,570 | $210,648-48.5% | $177,989-39.0% | $145,922-25.6% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.1pp |
| Annual return | 13.22% | 385.86%-372.6pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,275 | $4,565-28.2% | $3,949-17.1% | $4,660-29.7% |
| Participant deferral / active EE | $8,486 | $6,958+22.0% | $6,276+35.2% | $6,688+26.9% |
| Admin fee / account holder | $6,495 | $12,013-45.9% | $10,363-37.3% | $13,397-51.5% |