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 | $105,059 | $118,849-11.6% | $96,562+8.8% | $167,490-37.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 9.55% | 50.49%-40.9pp | 37.78%-28.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $3,125 | $3,120+0.2% | $2,356+32.6% | $4,837-35.4% |
| Participant deferral / active EE | $5,215 | $4,616+13.0% | $3,849+35.5% | $6,341-17.8% |
| Admin fee / account holder | $9,484 | $8,065+17.6% | $6,181+53.4% | $12,309-22.9% |