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 | $91,575 | $93,571-2.1% | $135,903-32.6% | $75,163+21.8% |
| Participation rate | 77.2% | 75.2%+2.0pp | 81.9%-4.7pp | 67.2%+10.0pp |
| Annual return | 16.76% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $7,084 | $3,537+100.3% | $4,856+45.9% | $2,670+165.3% |
| Participant deferral / active EE | $9,601 | $6,404+49.9% | $7,758+23.8% | $4,125+132.7% |
| Admin fee / account holder | $10,987 | $6,975+57.5% | $10,762+2.1% | $5,651+94.4% |