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 10-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 | $115,889 | $175,202-33.9% | $149,673-22.6% | $139,434-16.9% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 21.03% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $7,598 | $5,474+38.8% | $4,818+57.7% | $4,751+59.9% |
| Participant deferral / active EE | $7,118 | $6,519+9.2% | $5,680+25.3% | $6,710+6.1% |
| Admin fee / account holder | $1,145 | $16,150-92.9% | $13,210-91.3% | $11,403-90.0% |