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 3-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 | $82,186 | $114,381-28.1% | $107,525-23.6% | $142,382-42.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 15.86% | 242.71%-226.8pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $9,555 | $4,015+138.0% | $3,754+154.6% | $4,299+122.3% |
| Participant deferral / active EE | $16,407 | $5,564+194.9% | $5,116+220.7% | $6,507+152.1% |
| Admin fee / account holder | $11,232 | $9,860+13.9% | $8,919+25.9% | $12,624-11.0% |