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 | $86,437 | $93,571-7.6% | $135,903-36.4% | $75,163+15.0% |
| Participation rate | 84.9% | 75.2%+9.7pp | 81.9%+3.0pp | 67.2%+17.7pp |
| Annual return | 19.38% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,097 | $3,537+15.8% | $4,856-15.6% | $2,670+53.5% |
| Participant deferral / active EE | $9,970 | $6,404+55.7% | $7,758+28.5% | $4,125+141.7% |
| Admin fee / account holder | $5,626 | $6,975-19.3% | $10,762-47.7% | $5,651-0.4% |