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 | $112,567 | $175,202-35.7% | $149,673-24.8% | $139,434-19.3% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 13.67% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,693 | $5,474-69.1% | $4,818-64.9% | $4,751-64.4% |
| Participant deferral / active EE | $4,832 | $6,519-25.9% | $5,680-14.9% | $6,710-28.0% |
| Admin fee / account holder | $45,867 | $16,150+184.0% | $13,210+247.2% | $11,403+302.2% |