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 | $94,579 | $209,411-54.8% | $178,490-47.0% | $158,922-40.5% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 17.16% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $33,474 | $5,706+486.6% | $5,011+568.1% | $4,761+603.1% |
| Participant deferral / active EE | $13,519 | $5,954+127.0% | $5,202+159.9% | $5,982+126.0% |
| Admin fee / account holder | $3,362 | $17,074-80.3% | $13,984-76.0% | $11,246-70.1% |