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 9-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 | $93,914 | $154,365-39.2% | $130,231-27.9% | $139,434-32.6% |
| Participation rate | 94.1% | 79.9%+14.2pp | 76.3%+17.8pp | 80.3%+13.8pp |
| Annual return | 25.55% | 30.34%-4.8pp | 38.77%-13.2pp | 372.94%-347.4pp |
| Employer contribution / active EE | $9,419 | $5,170+82.2% | $4,126+128.3% | $4,751+98.3% |
| Participant deferral / active EE | $14,908 | $8,498+75.4% | $6,799+119.3% | $6,710+122.2% |
| Admin fee / account holder | $5,980 | $9,214-35.1% | $6,020-0.7% | $11,403-47.6% |