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 | $89,997 | $159,602-43.6% | $150,045-40.0% | $142,382-36.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 29.71% | 70.24%-40.5pp | 62.55%-32.8pp | 217.08%-187.4pp |
| Employer contribution / active EE | $9,258 | $4,961+86.6% | $4,693+97.3% | $4,299+115.3% |
| Participant deferral / active EE | $6,093 | $8,310-26.7% | $7,997-23.8% | $6,507-6.4% |
| Admin fee / account holder | $15,954 | $14,846+7.5% | $13,435+18.7% | $12,624+26.4% |