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 | $111,591 | $159,602-30.1% | $150,045-25.6% | $142,382-21.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.66% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,764 | $4,961-24.1% | $4,693-19.8% | $4,299-12.4% |
| Participant deferral / active EE | $12,431 | $8,310+49.6% | $7,997+55.4% | $6,507+91.0% |
| Admin fee / account holder | $31,105 | $14,846+109.5% | $13,435+131.5% | $12,624+146.4% |