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 | $99,396 | $89,753+10.7% | $107,525-7.6% | $84,808+17.2% |
| Participation rate | 80.4% | 68.1%+12.4pp | 75.1%+5.4pp | 68.3%+12.1pp |
| Annual return | 14.08% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,782 | $3,113-10.6% | $3,754-25.9% | $2,631+5.7% |
| Participant deferral / active EE | $6,983 | $4,056+72.2% | $5,116+36.5% | $4,212+65.8% |
| Admin fee / account holder | $1,202 | $7,222-83.4% | $8,919-86.5% | $7,344-83.6% |