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 6-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 | $91,177 | $154,117-40.8% | $129,995-29.9% | $139,434-34.6% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 18.27% | 32.48%-14.2pp | -137.18%+155.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $5,637 | $5,289+6.6% | $4,320+30.5% | $4,751+18.7% |
| Participant deferral / active EE | $10,937 | $6,710+63.0% | $5,820+87.9% | $6,710+63.0% |
| Admin fee / account holder | $4,319 | $14,007-69.2% | $10,614-59.3% | $11,403-62.1% |