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 | $99,274 | $89,753+10.6% | $107,525-7.7% | $84,808+17.1% |
| Participation rate | 74.5% | 68.1%+6.4pp | 75.1%-0.6pp | 68.3%+6.2pp |
| Annual return | 21.42% | 29.48%-8.1pp | 181.32%-159.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $3,240 | $3,113+4.1% | $3,754-13.7% | $2,631+23.2% |
| Participant deferral / active EE | $6,758 | $4,056+66.6% | $5,116+32.1% | $4,212+60.5% |
| Admin fee / account holder | $4,910 | $7,222-32.0% | $8,919-44.9% | $7,344-33.1% |