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 | $99,763 | $89,753+11.2% | $107,525-7.2% | $84,808+17.6% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 12.92% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,440 | $3,113+10.5% | $3,754-8.3% | $2,631+30.8% |
| Participant deferral / active EE | $7,668 | $4,056+89.0% | $5,116+49.9% | $4,212+82.1% |
| Admin fee / account holder | $6,523 | $7,222-9.7% | $8,919-26.9% | $7,344-11.2% |