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 | $108,589 | $100,773+7.8% | $88,946+22.1% | $142,382-23.7% |
| Participation rate | 95.0% | 74.3%+20.7pp | 68.8%+26.2pp | 80.1%+14.9pp |
| Annual return | 15.52% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,502 | $2,918-14.3% | $2,555-2.1% | $4,299-41.8% |
| Participant deferral / active EE | $5,299 | $5,230+1.3% | $4,581+15.7% | $6,507-18.6% |
| Admin fee / account holder | $3,133 | $9,693-67.7% | $8,261-62.1% | $12,624-75.2% |