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 | $107,604 | $105,126+2.4% | $94,646+13.7% | $139,434-22.8% |
| Participation rate | 72.7% | 82.4%-9.6pp | 80.8%-8.1pp | 80.3%-7.6pp |
| Annual return | 27.12% | 38.03%-10.9pp | 156.71%-129.6pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,854 | $4,106-30.5% | $3,672-22.3% | $4,751-39.9% |
| Participant deferral / active EE | $5,878 | $7,599-22.7% | $7,418-20.8% | $6,710-12.4% |
| Admin fee / account holder | $2,203 | $8,984-75.5% | $7,231-69.5% | $11,403-80.7% |