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 9-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 | $100,447 | $89,753+11.9% | $107,525-6.6% | $84,808+18.4% |
| Participation rate | 70.4% | 68.1%+2.3pp | 75.1%-4.7pp | 68.3%+2.1pp |
| Annual return | 19.92% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,174 | $3,113-30.2% | $3,754-42.1% | $2,631-17.4% |
| Participant deferral / active EE | $4,280 | $4,056+5.5% | $5,116-16.3% | $4,212+1.6% |
| Admin fee / account holder | $3,810 | $7,222-47.2% | $8,919-57.3% | $7,344-48.1% |