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 | $97,555 | $89,753+8.7% | $107,525-9.3% | $84,808+15.0% |
| Participation rate | 91.5% | 68.1%+23.5pp | 75.1%+16.5pp | 68.3%+23.2pp |
| Annual return | 17.66% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,483 | $3,113+76.1% | $3,754+46.1% | $2,631+108.4% |
| Participant deferral / active EE | $3,610 | $4,056-11.0% | $5,116-29.4% | $4,212-14.3% |
| Admin fee / account holder | $7,217 | $7,222-0.1% | $8,919-19.1% | $7,344-1.7% |