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 | $100,177 | $100,773-0.6% | $88,946+12.6% | $142,382-29.6% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 15.12% | 70.18%-55.1pp | 57.82%-42.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $14,156 | $2,918+385.2% | $2,555+454.0% | $4,299+229.3% |
| Participant deferral / active EE | $13,351 | $5,230+155.3% | $4,581+191.4% | $6,507+105.2% |
| Admin fee / account holder | $20,346 | $9,693+109.9% | $8,261+146.3% | $12,624+61.2% |