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 | $105,482 | $91,552+15.2% | $133,956-21.3% | $79,858+32.1% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 17.40% | 61.85%-44.4pp | 45.09%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,306 | $2,384-3.2% | $3,919-41.1% | $2,471-6.7% |
| Participant deferral / active EE | $4,739 | $3,733+26.9% | $5,048-6.1% | $3,740+26.7% |
| Admin fee / account holder | $11,259 | $6,321+78.1% | $8,927+26.1% | $5,306+112.2% |