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 | $97,772 | $89,753+8.9% | $107,525-9.1% | $84,808+15.3% |
| Participation rate | 76.6% | 68.1%+8.5pp | 75.1%+1.5pp | 68.3%+8.3pp |
| Annual return | 22.74% | 29.48%-6.7pp | 181.32%-158.6pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,532 | $3,113-50.8% | $3,754-59.2% | $2,631-41.8% |
| Participant deferral / active EE | $3,349 | $4,056-17.4% | $5,116-34.5% | $4,212-20.5% |
| Admin fee / account holder | $5,289 | $7,222-26.8% | $8,919-40.7% | $7,344-28.0% |