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 | $98,687 | $110,257-10.5% | $96,544+2.2% | $139,434-29.2% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 17.47% | 26.32%-8.8pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,308 | $3,620+19.0% | $2,965+45.3% | $4,751-9.3% |
| Participant deferral / active EE | $5,998 | $5,548+8.1% | $4,851+23.7% | $6,710-10.6% |
| Admin fee / account holder | $17,288 | $11,591+49.1% | $8,252+109.5% | $11,403+51.6% |