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 | $104,066 | $91,552+13.7% | $133,956-22.3% | $79,858+30.3% |
| Participation rate | 74.7% | 73.3%+1.4pp | 79.8%-5.1pp | 69.6%+5.1pp |
| Annual return | 12.31% | 61.85%-49.5pp | 45.09%-32.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,310 | $2,384-3.1% | $3,919-41.0% | $2,471-6.5% |
| Participant deferral / active EE | $4,711 | $3,733+26.2% | $5,048-6.7% | $3,740+26.0% |
| Admin fee / account holder | $25,087 | $6,321+296.9% | $8,927+181.0% | $5,306+372.8% |