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 | $100,416 | $115,770-13.3% | $101,248-0.8% | $158,922-36.8% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 10.24% | 56.14%-45.9pp | 46.47%-36.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $6,129 | $4,175+46.8% | $3,660+67.5% | $4,761+28.7% |
| Participant deferral / active EE | $6,547 | $4,957+32.1% | $4,370+49.8% | $5,982+9.4% |
| Admin fee / account holder | $9,952 | $7,245+37.4% | $5,945+67.4% | $11,246-11.5% |