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 | $105,503 | $89,753+17.5% | $107,525-1.9% | $84,808+24.4% |
| Participation rate | 97.2% | 68.1%+29.2pp | 75.1%+22.1pp | 68.3%+28.9pp |
| Annual return | 15.96% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,331 | $3,113-25.1% | $3,754-37.9% | $2,631-11.4% |
| Participant deferral / active EE | $9,080 | $4,056+123.9% | $5,116+77.5% | $4,212+115.6% |
| Admin fee / account holder | $6,856 | $7,222-5.1% | $8,919-23.1% | $7,344-6.6% |