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 | $92,906 | $165,984-44.0% | $164,813-43.6% | $145,922-36.3% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 19.81% | 100.03%-80.2pp | 69.93%-50.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $15,762 | $5,273+198.9% | $4,341+263.1% | $4,660+238.3% |
| Participant deferral / active EE | $4,796 | $6,959-31.1% | $6,031-20.5% | $6,688-28.3% |
| Admin fee / account holder | $12,530 | $16,648-24.7% | $12,690-1.3% | $13,397-6.5% |