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 | $97,474 | $89,753+8.6% | $107,525-9.3% | $84,808+14.9% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 16.66% | 29.48%-12.8pp | 181.32%-164.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,439 | $3,113-21.7% | $3,754-35.0% | $2,631-7.3% |
| Participant deferral / active EE | $5,801 | $4,056+43.0% | $5,116+13.4% | $4,212+37.7% |
| Admin fee / account holder | $4,251 | $7,222-41.1% | $8,919-52.3% | $7,344-42.1% |