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 | $97,239 | $89,753+8.3% | $107,525-9.6% | $84,808+14.7% |
| Participation rate | 93.0% | 68.1%+24.9pp | 75.1%+17.9pp | 68.3%+24.6pp |
| Annual return | 21.35% | 29.48%-8.1pp | 181.32%-160.0pp | 40.90%-19.5pp |
| Employer contribution / active EE | $3,740 | $3,113+20.1% | $3,754-0.4% | $2,631+42.2% |
| Participant deferral / active EE | $8,320 | $4,056+105.1% | $5,116+62.6% | $4,212+97.5% |
| Admin fee / account holder | $8,864 | $7,222+22.7% | $8,919-0.6% | $7,344+20.7% |