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 | $90,138 | $159,602-43.5% | $150,045-39.9% | $142,382-36.7% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 16.37% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,428 | $4,961-10.7% | $4,693-5.6% | $4,299+3.0% |
| Participant deferral / active EE | $15,260 | $8,310+83.6% | $7,997+90.8% | $6,507+134.5% |
| Admin fee / account holder | $7,889 | $14,846-46.9% | $13,435-41.3% | $12,624-37.5% |