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 9-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 | $99,945 | $110,257-9.4% | $96,544+3.5% | $139,434-28.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 10.03% | 26.32%-16.3pp | 25.84%-15.8pp | 372.94%-362.9pp |
| Employer contribution / active EE | $4,776 | $3,620+31.9% | $2,965+61.1% | $4,751+0.5% |
| Participant deferral / active EE | $16,294 | $5,548+193.7% | $4,851+235.9% | $6,710+142.8% |
| Admin fee / account holder | $16,586 | $11,591+43.1% | $8,252+101.0% | $11,403+45.5% |