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 | $93,464 | $89,753+4.1% | $107,525-13.1% | $84,808+10.2% |
| Participation rate | 72.6% | 68.1%+4.5pp | 75.1%-2.5pp | 68.3%+4.3pp |
| Annual return | 13.44% | 29.48%-16.0pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,405 | $3,113-22.8% | $3,754-35.9% | $2,631-8.6% |
| Participant deferral / active EE | $4,835 | $4,056+19.2% | $5,116-5.5% | $4,212+14.8% |
| Admin fee / account holder | $18,928 | $7,222+162.1% | $8,919+112.2% | $7,344+157.7% |