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 | $93,525 | $202,432-53.8% | $169,368-44.8% | $139,434-32.9% |
| Participation rate | 93.8% | 81.1%+12.7pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 15.08% | 531.74%-516.7pp | 405.60%-390.5pp | 372.94%-357.9pp |
| Employer contribution / active EE | $5,928 | $4,692+26.3% | $4,013+47.7% | $4,751+24.8% |
| Participant deferral / active EE | $7,158 | $6,938+3.2% | $6,221+15.1% | $6,710+6.7% |
| Admin fee / account holder | $750 | $10,708-93.0% | $9,003-91.7% | $11,403-93.4% |