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 | $99,577 | $103,376-3.7% | $87,100+14.3% | $152,861-34.9% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.9%+4.4pp | 82.4%-1.2pp |
| Annual return | 26.83% | 28.10%-1.3pp | 28.19%-1.4pp | 345.32%-318.5pp |
| Employer contribution / active EE | $4,100 | $3,220+27.3% | $2,521+62.6% | $4,762-13.9% |
| Participant deferral / active EE | $11,559 | $4,778+141.9% | $4,049+185.5% | $5,850+97.6% |
| Admin fee / account holder | $695 | $12,205-94.3% | $7,497-90.7% | $11,596-94.0% |