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 | $98,309 | $98,750-0.4% | $149,696-34.3% | $79,858+23.1% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.4pp |
| Annual return | 22.10% | 27.43%-5.3pp | 276.60%-254.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $744 | $3,216-76.9% | $4,644-84.0% | $2,471-69.9% |
| Participant deferral / active EE | $4,411 | $5,680-22.3% | $6,842-35.5% | $3,740+17.9% |
| Admin fee / account holder | $5,967 | $6,053-1.4% | $9,309-35.9% | $5,306+12.4% |