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 | $102,830 | $91,552+12.3% | $133,956-23.2% | $79,858+28.8% |
| Participation rate | 86.5% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.9pp |
| Annual return | 27.08% | 61.85%-34.8pp | 45.09%-18.0pp | 31.71%-4.6pp |
| Employer contribution / active EE | $2,702 | $2,384+13.4% | $3,919-31.0% | $2,471+9.4% |
| Participant deferral / active EE | $2,979 | $3,733-20.2% | $5,048-41.0% | $3,740-20.3% |
| Admin fee / account holder | $6,895 | $6,321+9.1% | $8,927-22.8% | $5,306+29.9% |