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 | $103,941 | $176,056-41.0% | $159,436-34.8% | $167,490-37.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 10.50% | 331.75%-321.2pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,631 | $5,297-50.3% | $4,829-45.5% | $4,837-45.6% |
| Participant deferral / active EE | $5,712 | $7,750-26.3% | $7,352-22.3% | $6,341-9.9% |
| Admin fee / account holder | $21,861 | $12,554+74.1% | $10,799+102.4% | $12,309+77.6% |