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 3-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 | $93,818 | $159,602-41.2% | $150,045-37.5% | $142,382-34.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.94% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,186 | $4,961+44.9% | $4,693+53.1% | $4,299+67.2% |
| Participant deferral / active EE | $21,578 | $8,310+159.7% | $7,997+169.8% | $6,507+231.6% |
| Admin fee / account holder | $35,734 | $14,846+140.7% | $13,435+166.0% | $12,624+183.1% |