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 7-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 | $103,915 | $185,822-44.1% | $169,993-38.9% | $139,434-25.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 26.35% | 60.50%-34.1pp | 53.37%-27.0pp | 372.94%-346.6pp |
| Employer contribution / active EE | $5,009 | $7,590-34.0% | $6,785-26.2% | $4,751+5.4% |
| Participant deferral / active EE | $16,281 | $11,622+40.1% | $10,408+56.4% | $6,710+142.6% |
| Admin fee / account holder | $13,126 | $15,381-14.7% | $12,815+2.4% | $11,403+15.1% |