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 | $105,145 | $89,753+17.1% | $107,525-2.2% | $84,808+24.0% |
| Participation rate | 71.8% | 68.1%+3.7pp | 75.1%-3.3pp | 68.3%+3.5pp |
| Annual return | 13.62% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,108 | $3,113-64.4% | $3,754-70.5% | $2,631-57.9% |
| Participant deferral / active EE | $3,837 | $4,056-5.4% | $5,116-25.0% | $4,212-8.9% |
| Admin fee / account holder | $18,630 | $7,222+158.0% | $8,919+108.9% | $7,344+153.7% |