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 | $101,247 | $177,572-43.0% | $154,803-34.6% | $142,382-28.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 14.41% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,449 | $4,810+34.1% | $4,305+49.8% | $4,299+50.0% |
| Participant deferral / active EE | $6,358 | $6,272+1.4% | $5,540+14.7% | $6,507-2.3% |
| Admin fee / account holder | $20,872 | $16,786+24.3% | $14,329+45.7% | $12,624+65.3% |