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 | $120,460 | $177,572-32.2% | $154,803-22.2% | $142,382-15.4% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 15.22% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $11,147 | $4,810+131.7% | $4,305+158.9% | $4,299+159.3% |
| Participant deferral / active EE | $7,937 | $6,272+26.5% | $5,540+43.2% | $6,507+22.0% |
| Admin fee / account holder | $17,516 | $16,786+4.3% | $14,329+22.2% | $12,624+38.8% |