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 | $86,456 | $89,753-3.7% | $107,525-19.6% | $84,808+1.9% |
| Participation rate | 77.3% | 68.1%+9.3pp | 75.1%+2.3pp | 68.3%+9.0pp |
| Annual return | 17.02% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,076 | $3,113-1.2% | $3,754-18.1% | $2,631+16.9% |
| Participant deferral / active EE | $7,370 | $4,056+81.7% | $5,116+44.1% | $4,212+75.0% |
| Admin fee / account holder | $7,046 | $7,222-2.4% | $8,919-21.0% | $7,344-4.1% |