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 8-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 | $100,529 | $183,519-45.2% | $155,509-35.4% | $145,922-31.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.50% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $13,323 | $5,313+150.8% | $4,672+185.1% | $4,660+185.9% |
| Participant deferral / active EE | $9,874 | $6,462+52.8% | $5,626+75.5% | $6,688+47.6% |
| Admin fee / account holder | $3,571 | $19,313-81.5% | $15,912-77.6% | $13,397-73.3% |