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 | $99,727 | $102,317-2.5% | $146,958-32.1% | $80,856+23.3% |
| Participation rate | 74.7% | 75.8%-1.1pp | 82.2%-7.4pp | 67.6%+7.1pp |
| Annual return | 34.34% | 134.76%-100.4pp | 418.34%-384.0pp | 35.59%-1.3pp |
| Employer contribution / active EE | $3,027 | $3,713-18.5% | $4,933-38.6% | $2,755+9.9% |
| Participant deferral / active EE | $7,065 | $6,644+6.3% | $8,070-12.5% | $4,296+64.5% |
| Admin fee / account holder | $8,555 | $7,941+7.7% | $12,998-34.2% | $6,918+23.7% |