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 | $100,681 | $202,432-50.3% | $169,368-40.6% | $139,434-27.8% |
| Participation rate | 92.9% | 81.1%+11.8pp | 77.1%+15.7pp | 80.3%+12.5pp |
| Annual return | 16.04% | 531.74%-515.7pp | 405.60%-389.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,331 | $4,692-29.0% | $4,013-17.0% | $4,751-29.9% |
| Participant deferral / active EE | $6,335 | $6,938-8.7% | $6,221+1.8% | $6,710-5.6% |
| Admin fee / account holder | $973 | $10,708-90.9% | $9,003-89.2% | $11,403-91.5% |