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 | $107,785 | $165,984-35.1% | $164,813-34.6% | $145,922-26.1% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+15.0pp |
| Annual return | 13.75% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,373 | $5,273-55.0% | $4,341-45.3% | $4,660-49.1% |
| Participant deferral / active EE | $5,876 | $6,959-15.6% | $6,031-2.6% | $6,688-12.1% |
| Admin fee / account holder | $10,813 | $16,648-35.0% | $12,690-14.8% | $13,397-19.3% |