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 | $102,006 | $89,753+13.7% | $107,525-5.1% | $84,808+20.3% |
| Participation rate | 78.0% | 68.1%+10.0pp | 75.1%+3.0pp | 68.3%+9.7pp |
| Annual return | 19.38% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,037 | $3,113+29.7% | $3,754+7.6% | $2,631+53.4% |
| Participant deferral / active EE | $8,010 | $4,056+97.5% | $5,116+56.6% | $4,212+90.2% |
| Admin fee / account holder | $2,726 | $7,222-62.3% | $8,919-69.4% | $7,344-62.9% |