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 | $94,556 | $100,773-6.2% | $88,946+6.3% | $142,382-33.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 14.32% | 70.18%-55.9pp | 57.82%-43.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,780 | $2,918+63.8% | $2,555+87.1% | $4,299+11.2% |
| Participant deferral / active EE | $11,037 | $5,230+111.0% | $4,581+140.9% | $6,507+69.6% |
| Admin fee / account holder | $9,332 | $9,693-3.7% | $8,261+13.0% | $12,624-26.1% |