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 9-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 | $108,383 | $91,552+18.4% | $133,956-19.1% | $79,858+35.7% |
| Participation rate | 74.6% | 73.3%+1.3pp | 79.8%-5.2pp | 69.6%+5.0pp |
| Annual return | 12.53% | 61.85%-49.3pp | 45.09%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,805 | $2,384+17.7% | $3,919-28.4% | $2,471+13.5% |
| Participant deferral / active EE | $6,739 | $3,733+80.5% | $5,048+33.5% | $3,740+80.2% |
| Admin fee / account holder | $10,860 | $6,321+71.8% | $8,927+21.6% | $5,306+104.7% |