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 5-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 | $99,663 | $110,257-9.6% | $96,544+3.2% | $139,434-28.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 9.71% | 26.32%-16.6pp | 25.84%-16.1pp | 372.94%-363.2pp |
| Employer contribution / active EE | $19,015 | $3,620+425.3% | $2,965+541.3% | $4,751+300.2% |
| Participant deferral / active EE | $13,321 | $5,548+140.1% | $4,851+174.6% | $6,710+98.5% |
| Admin fee / account holder | $14,947 | $11,591+29.0% | $8,252+81.1% | $11,403+31.1% |