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 5-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 | $99,575 | $114,381-12.9% | $107,525-7.4% | $142,382-30.1% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 16.41% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $8,019 | $4,015+99.7% | $3,754+113.6% | $4,299+86.5% |
| Participant deferral / active EE | $8,622 | $5,564+55.0% | $5,116+68.6% | $6,507+32.5% |
| Admin fee / account holder | $6,918 | $9,860-29.8% | $8,919-22.4% | $12,624-45.2% |