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 | $93,160 | $177,572-47.5% | $154,803-39.8% | $142,382-34.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 15.21% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,626 | $4,810-24.6% | $4,305-15.8% | $4,299-15.7% |
| Participant deferral / active EE | $7,149 | $6,272+14.0% | $5,540+29.0% | $6,507+9.9% |
| Admin fee / account holder | $12,540 | $16,786-25.3% | $14,329-12.5% | $12,624-0.7% |