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 | $114,067 | $114,381-0.3% | $107,525+6.1% | $142,382-19.9% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 19.47% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,475 | $4,015+11.5% | $3,754+19.2% | $4,299+4.1% |
| Participant deferral / active EE | $6,124 | $5,564+10.1% | $5,116+19.7% | $6,507-5.9% |
| Admin fee / account holder | $5,701 | $9,860-42.2% | $8,919-36.1% | $12,624-54.8% |