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 | $98,401 | $177,572-44.6% | $154,803-36.4% | $142,382-30.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 12.98% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $11,267 | $4,810+134.2% | $4,305+161.7% | $4,299+162.1% |
| Participant deferral / active EE | $11,230 | $6,272+79.1% | $5,540+102.7% | $6,507+72.6% |
| Admin fee / account holder | $8,598 | $16,786-48.8% | $14,329-40.0% | $12,624-31.9% |