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 | $99,422 | $217,402-54.3% | $185,823-46.5% | $167,490-40.6% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 13.60% | 148.36%-134.8pp | 122.05%-108.4pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,254 | $5,873-61.6% | $5,167-56.4% | $4,837-53.4% |
| Participant deferral / active EE | $6,921 | $6,356+8.9% | $5,568+24.3% | $6,341+9.1% |
| Admin fee / account holder | $2,421 | $19,811-87.8% | $16,237-85.1% | $12,309-80.3% |