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 | $97,817 | $157,256-37.8% | $141,162-30.7% | $152,861-36.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 29.38% | 64.32%-34.9pp | 71.39%-42.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $13,792 | $5,261+162.2% | $4,735+191.3% | $4,762+189.6% |
| Participant deferral / active EE | $23,017 | $7,109+223.7% | $6,709+243.1% | $5,850+293.4% |
| Admin fee / account holder | $8,877 | $12,120-26.8% | $10,261-13.5% | $11,596-23.4% |