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 | $110,608 | $214,378-48.4% | $200,582-44.9% | $142,382-22.3% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 25.71% | 46.41%-20.7pp | 42.33%-16.6pp | 217.08%-191.4pp |
| Employer contribution / active EE | $10,855 | $6,841+58.7% | $6,419+69.1% | $4,299+152.5% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $19,672 | $17,692+11.2% | $16,305+20.7% | $12,624+55.8% |