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 | $91,652 | $159,602-42.6% | $150,045-38.9% | $142,382-35.6% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 38.62% | 70.24%-31.6pp | 62.55%-23.9pp | 217.08%-178.5pp |
| Employer contribution / active EE | $5,486 | $4,961+10.6% | $4,693+16.9% | $4,299+27.6% |
| Participant deferral / active EE | $10,329 | $8,310+24.3% | $7,997+29.2% | $6,507+58.7% |
| Admin fee / account holder | $11,490 | $14,846-22.6% | $13,435-14.5% | $12,624-9.0% |