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 | $105,917 | $89,753+18.0% | $107,525-1.5% | $84,808+24.9% |
| Participation rate | 74.2% | 68.1%+6.1pp | 75.1%-0.9pp | 68.3%+5.9pp |
| Annual return | 20.11% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,518 | $3,113+13.0% | $3,754-6.3% | $2,631+33.7% |
| Participant deferral / active EE | $7,619 | $4,056+87.8% | $5,116+48.9% | $4,212+80.9% |
| Admin fee / account holder | $1,012 | $7,222-86.0% | $8,919-88.7% | $7,344-86.2% |