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 | $102,308 | $177,572-42.4% | $154,803-33.9% | $142,382-28.1% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 18.38% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $14,903 | $4,810+209.8% | $4,305+246.2% | $4,299+246.7% |
| Participant deferral / active EE | $11,767 | $6,272+87.6% | $5,540+112.4% | $6,507+80.8% |
| Admin fee / account holder | $8,304 | $16,786-50.5% | $14,329-42.0% | $12,624-34.2% |