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 6-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 | $104,462 | $118,450-11.8% | $98,439+6.1% | $139,434-25.1% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 12.11% | 18.94%-6.8pp | 21.16%-9.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,644 | $3,609-54.5% | $3,048-46.1% | $4,751-65.4% |
| Participant deferral / active EE | $3,943 | $5,392-26.9% | $4,738-16.8% | $6,710-41.2% |
| Admin fee / account holder | $17,229 | $14,026+22.8% | $8,948+92.6% | $11,403+51.1% |