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 | $109,703 | $176,056-37.7% | $159,436-31.2% | $167,490-34.5% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 15.97% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $9,577 | $5,297+80.8% | $4,829+98.3% | $4,837+98.0% |
| Participant deferral / active EE | $8,757 | $7,750+13.0% | $7,352+19.1% | $6,341+38.1% |
| Admin fee / account holder | $453 | $12,554-96.4% | $10,799-95.8% | $12,309-96.3% |