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 | $101,277 | $102,317-1.0% | $146,958-31.1% | $80,856+25.3% |
| Participation rate | 73.6% | 75.8%-2.2pp | 82.2%-8.6pp | 67.6%+5.9pp |
| Annual return | 18.31% | 134.76%-116.5pp | 418.34%-400.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,763 | $3,713-25.6% | $4,933-44.0% | $2,755+0.3% |
| Participant deferral / active EE | $9,253 | $6,644+39.3% | $8,070+14.7% | $4,296+115.4% |
| Admin fee / account holder | $21,895 | $7,941+175.7% | $12,998+68.4% | $6,918+216.5% |