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 | $124,786 | $103,376+20.7% | $87,100+43.3% | $152,861-18.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 17.34% | 28.10%-10.8pp | 28.19%-10.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,361 | $3,220-57.7% | $2,521-46.0% | $4,762-71.4% |
| Participant deferral / active EE | $5,714 | $4,778+19.6% | $4,049+41.1% | $5,850-2.3% |
| Admin fee / account holder | $2,408 | $12,205-80.3% | $7,497-67.9% | $11,596-79.2% |