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 | $104,762 | $87,733+19.4% | $106,548-1.7% | $85,850+22.0% |
| Participation rate | 98.8% | 71.9%+26.9pp | 76.1%+22.7pp | 69.3%+29.5pp |
| Annual return | 12.91% | 21.86%-8.9pp | 26.80%-13.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $3,656 | $2,073+76.4% | $2,819+29.7% | $2,565+42.5% |
| Participant deferral / active EE | $7,732 | $3,469+122.9% | $4,398+75.8% | $3,952+95.7% |
| Admin fee / account holder | $3,591 | $6,767-46.9% | $7,407-51.5% | $6,260-42.6% |