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 | $98,232 | $173,345-43.3% | $136,007-27.8% | $145,922-32.7% |
| Participation rate | 95.0% | 80.5%+14.5pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 11.70% | 1163.32%-1151.6pp | 579.32%-567.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,385 | $5,278+2.0% | $4,217+27.7% | $4,660+15.6% |
| Participant deferral / active EE | $7,071 | $8,699-18.7% | $7,025+0.7% | $6,688+5.7% |
| Admin fee / account holder | $2,446 | $9,954-75.4% | $6,858-64.3% | $13,397-81.7% |