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 | $113,375 | $157,256-27.9% | $141,162-19.7% | $152,861-25.8% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 16.54% | 64.32%-47.8pp | 71.39%-54.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $8,631 | $5,261+64.1% | $4,735+82.3% | $4,762+81.2% |
| Participant deferral / active EE | $5,410 | $7,109-23.9% | $6,709-19.4% | $5,850-7.5% |
| Admin fee / account holder | $42,064 | $12,120+247.1% | $10,261+309.9% | $11,596+262.7% |