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 | $91,526 | $114,381-20.0% | $107,525-14.9% | $142,382-35.7% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 16.39% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,847 | $4,015+20.7% | $3,754+29.1% | $4,299+12.7% |
| Participant deferral / active EE | $6,762 | $5,564+21.5% | $5,116+32.2% | $6,507+3.9% |
| Admin fee / account holder | $29,872 | $9,860+203.0% | $8,919+234.9% | $12,624+136.6% |