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 | $112,708 | $103,376+9.0% | $87,100+29.4% | $152,861-26.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 20.78% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,470 | $3,220-23.3% | $2,521-2.0% | $4,762-48.1% |
| Participant deferral / active EE | $4,130 | $4,778-13.6% | $4,049+2.0% | $5,850-29.4% |
| Admin fee / account holder | $64,967 | $12,205+432.3% | $7,497+766.6% | $11,596+460.2% |