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 | $79,966 | $89,753-10.9% | $107,525-25.6% | $84,808-5.7% |
| Participation rate | 82.9% | 68.1%+14.9pp | 75.1%+7.9pp | 68.3%+14.6pp |
| Annual return | 15.05% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,191 | $3,113+2.5% | $3,754-15.0% | $2,631+21.3% |
| Participant deferral / active EE | $4,332 | $4,056+6.8% | $5,116-15.3% | $4,212+2.9% |
| Admin fee / account holder | $10,670 | $7,222+47.7% | $8,919+19.6% | $7,344+45.3% |