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 | $106,233 | $183,519-42.1% | $155,509-31.7% | $145,922-27.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.96% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,598 | $5,313-32.3% | $4,672-23.0% | $4,660-22.8% |
| Participant deferral / active EE | $6,064 | $6,462-6.2% | $5,626+7.8% | $6,688-9.3% |
| Admin fee / account holder | $58,590 | $19,313+203.4% | $15,912+268.2% | $13,397+337.3% |