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 | $114,531 | $114,381+0.1% | $107,525+6.5% | $142,382-19.6% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 13.52% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,914 | $4,015-52.3% | $3,754-49.0% | $4,299-55.5% |
| Participant deferral / active EE | $3,860 | $5,564-30.6% | $5,116-24.5% | $6,507-40.7% |
| Admin fee / account holder | $61,338 | $9,860+522.1% | $8,919+587.7% | $12,624+385.9% |