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 | $99,971 | $91,552+9.2% | $133,956-25.4% | $79,858+25.2% |
| Participation rate | 92.4% | 73.3%+19.0pp | 79.8%+12.6pp | 69.6%+22.8pp |
| Annual return | 14.91% | 61.85%-46.9pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,251 | $2,384-5.6% | $3,919-42.6% | $2,471-8.9% |
| Participant deferral / active EE | $4,907 | $3,733+31.4% | $5,048-2.8% | $3,740+31.2% |
| Admin fee / account holder | $6,910 | $6,321+9.3% | $8,927-22.6% | $5,306+30.2% |