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 | $118,126 | $111,754+5.7% | $103,333+14.3% | $145,922-19.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 10.22% | 24.77%-14.5pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,268 | $4,212-22.4% | $3,868-15.5% | $4,660-29.9% |
| Participant deferral / active EE | $11,342 | $5,619+101.9% | $5,057+124.3% | $6,688+69.6% |
| Admin fee / account holder | $7,806 | $9,750-19.9% | $8,355-6.6% | $13,397-41.7% |