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 | $96,454 | $202,432-52.4% | $169,368-43.1% | $139,434-30.8% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 17.72% | 531.74%-514.0pp | 405.60%-387.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,212 | $4,692-31.6% | $4,013-20.0% | $4,751-32.4% |
| Participant deferral / active EE | $6,818 | $6,938-1.7% | $6,221+9.6% | $6,710+1.6% |
| Admin fee / account holder | $1,276 | $10,708-88.1% | $9,003-85.8% | $11,403-88.8% |