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 | $85,155 | $179,726-52.6% | $156,263-45.5% | $142,382-40.2% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 15.47% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,142 | $5,069-77.5% | $4,333-73.6% | $4,299-73.4% |
| Participant deferral / active EE | $2,275 | $6,956-67.3% | $6,158-63.1% | $6,507-65.0% |
| Admin fee / account holder | $24,601 | $17,272+42.4% | $14,255+72.6% | $12,624+94.9% |