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 | $114,417 | $159,602-28.3% | $150,045-23.7% | $142,382-19.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 16.82% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,675 | $4,961+14.4% | $4,693+20.9% | $4,299+32.0% |
| Participant deferral / active EE | $11,886 | $8,310+43.0% | $7,997+48.6% | $6,507+82.7% |
| Admin fee / account holder | $11,944 | $14,846-19.5% | $13,435-11.1% | $12,624-5.4% |