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 | $84,598 | $197,591-57.2% | $177,821-52.4% | $158,922-46.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.54% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $7,225 | $6,697+7.9% | $5,918+22.1% | $4,761+51.8% |
| Participant deferral / active EE | $6,935 | $8,405-17.5% | $7,714-10.1% | $5,982+15.9% |
| Admin fee / account holder | $11,276 | $15,399-26.8% | $12,427-9.3% | $11,246+0.3% |