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 | $96,108 | $177,572-45.9% | $154,803-37.9% | $142,382-32.5% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 16.89% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $8,544 | $4,810+77.6% | $4,305+98.4% | $4,299+98.7% |
| Participant deferral / active EE | $5,306 | $6,272-15.4% | $5,540-4.2% | $6,507-18.5% |
| Admin fee / account holder | $1,287 | $16,786-92.3% | $14,329-91.0% | $12,624-89.8% |