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 | $99,680 | $95,266+4.6% | $82,389+21.0% | $142,382-30.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 16.34% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,167 | $2,991+72.7% | $2,517+105.3% | $4,299+20.2% |
| Participant deferral / active EE | $10,850 | $4,809+125.6% | $4,155+161.1% | $6,507+66.7% |
| Admin fee / account holder | $10,996 | $8,563+28.4% | $7,231+52.1% | $12,624-12.9% |