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 | $99,660 | $105,181-5.2% | $159,436-37.5% | $85,850+16.1% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.8%-4.4pp | 69.3%+9.1pp |
| Annual return | 12.87% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,558 | $3,318-22.9% | $4,829-47.0% | $2,565-0.3% |
| Participant deferral / active EE | $5,756 | $5,945-3.2% | $7,352-21.7% | $3,952+45.7% |
| Admin fee / account holder | $5,648 | $6,933-18.5% | $10,799-47.7% | $6,260-9.8% |