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 | $83,714 | $176,056-52.5% | $159,436-47.5% | $167,490-50.0% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 14.72% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $9,218 | $5,297+74.0% | $4,829+90.9% | $4,837+90.6% |
| Participant deferral / active EE | $13,570 | $7,750+75.1% | $7,352+84.6% | $6,341+114.0% |
| Admin fee / account holder | $32,424 | $12,554+158.3% | $10,799+200.3% | $12,309+163.4% |