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 | $99,190 | $65,409+51.6% | $98,442+0.8% | $85,850+15.5% |
| Participation rate | 77.8% | 65.0%+12.8pp | 73.3%+4.4pp | 69.3%+8.5pp |
| Annual return | 22.16% | 21.76%+0.4pp | 1492.73%-1470.6pp | 318.53%-296.4pp |
| Employer contribution / active EE | $2,292 | $2,168+5.7% | $2,960-22.6% | $2,565-10.6% |
| Participant deferral / active EE | $4,637 | $3,166+46.4% | $4,276+8.4% | $3,952+17.3% |
| Admin fee / account holder | $2,289 | $4,593-50.2% | $5,949-61.5% | $6,260-63.4% |