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 | $98,230 | $177,572-44.7% | $154,803-36.5% | $142,382-31.0% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 16.46% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,617 | $4,810-45.6% | $4,305-39.2% | $4,299-39.1% |
| Participant deferral / active EE | $6,762 | $6,272+7.8% | $5,540+22.1% | $6,507+3.9% |
| Admin fee / account holder | $9,200 | $16,786-45.2% | $14,329-35.8% | $12,624-27.1% |