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 | $95,382 | $91,552+4.2% | $133,956-28.8% | $79,858+19.4% |
| Participation rate | 81.2% | 73.3%+7.8pp | 79.8%+1.3pp | 69.6%+11.5pp |
| Annual return | 19.39% | 61.85%-42.5pp | 45.09%-25.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $3,970 | $2,384+66.6% | $3,919+1.3% | $2,471+60.7% |
| Participant deferral / active EE | $8,212 | $3,733+120.0% | $5,048+62.7% | $3,740+119.6% |
| Admin fee / account holder | $5,642 | $6,321-10.7% | $8,927-36.8% | $5,306+6.3% |