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 | $98,652 | $114,381-13.8% | $107,525-8.3% | $142,382-30.7% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 15.04% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $14,242 | $4,015+254.7% | $3,754+279.4% | $4,299+231.3% |
| Participant deferral / active EE | $8,228 | $5,564+47.9% | $5,116+60.8% | $6,507+26.4% |
| Admin fee / account holder | $6,620 | $9,860-32.9% | $8,919-25.8% | $12,624-47.6% |