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 | $99,387 | $89,753+10.7% | $107,525-7.6% | $84,808+17.2% |
| Participation rate | 95.4% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.1pp |
| Annual return | 19.68% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,930 | $3,113+26.2% | $3,754+4.7% | $2,631+49.4% |
| Participant deferral / active EE | $5,228 | $4,056+28.9% | $5,116+2.2% | $4,212+24.1% |
| Admin fee / account holder | $740 | $7,222-89.8% | $8,919-91.7% | $7,344-89.9% |