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 | $93,118 | $93,571-0.5% | $135,903-31.5% | $75,163+23.9% |
| Participation rate | 75.8% | 75.2%+0.6pp | 81.9%-6.1pp | 67.2%+8.6pp |
| Annual return | 17.79% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,615 | $3,537+30.5% | $4,856-5.0% | $2,670+72.9% |
| Participant deferral / active EE | $11,775 | $6,404+83.9% | $7,758+51.8% | $4,125+185.4% |
| Admin fee / account holder | $7,026 | $6,975+0.7% | $10,762-34.7% | $5,651+24.3% |