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 | $90,699 | $209,832-56.8% | $189,513-52.1% | $167,490-45.8% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 14.37% | 748.27%-733.9pp | 555.15%-540.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,999 | $6,914-27.7% | $6,162-18.9% | $4,837+3.3% |
| Participant deferral / active EE | $10,224 | $8,935+14.4% | $8,221+24.4% | $6,341+61.2% |
| Admin fee / account holder | $24,645 | $14,293+72.4% | $12,045+104.6% | $12,309+100.2% |