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 | $97,516 | $86,286+13.0% | $111,297-12.4% | $85,850+13.6% |
| Participation rate | 81.1% | 73.3%+7.8pp | 77.3%+3.8pp | 69.3%+11.8pp |
| Annual return | 16.72% | 19.99%-3.3pp | 54.65%-37.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,120 | $2,043+3.8% | $2,731-22.4% | $2,565-17.3% |
| Participant deferral / active EE | $3,738 | $3,641+2.7% | $4,487-16.7% | $3,952-5.4% |
| Admin fee / account holder | $5,906 | $8,188-27.9% | $7,964-25.8% | $6,260-5.7% |