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 | $116,453 | $104,974+10.9% | $95,585+21.8% | $142,382-18.2% |
| Participation rate | 73.3% | 75.0%-1.6pp | 72.1%+1.3pp | 80.1%-6.8pp |
| Annual return | 10.92% | 210.33%-199.4pp | 38.56%-27.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,799 | $2,779+0.7% | $2,527+10.8% | $4,299-34.9% |
| Participant deferral / active EE | $2,611 | $4,352-40.0% | $4,023-35.1% | $6,507-59.9% |
| Admin fee / account holder | $31,010 | $6,386+385.6% | $6,127+406.1% | $12,624+145.7% |