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 | $94,235 | $176,377-46.6% | $134,143-29.8% | $158,922-40.7% |
| Participation rate | 91.7% | 78.7%+13.0pp | 72.2%+19.5pp | 82.0%+9.7pp |
| Annual return | 20.74% | 63.63%-42.9pp | 36.33%-15.6pp | 302.83%-282.1pp |
| Employer contribution / active EE | $6,593 | $5,040+30.8% | $3,704+78.0% | $4,761+38.5% |
| Participant deferral / active EE | $10,070 | $4,091+146.1% | $3,499+187.8% | $5,982+68.3% |
| Admin fee / account holder | $8,131 | $8,718-6.7% | $6,684+21.6% | $11,246-27.7% |