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 | $123,875 | $111,754+10.8% | $103,333+19.9% | $145,922-15.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 16.83% | 24.77%-7.9pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $13,190 | $4,212+213.1% | $3,868+241.0% | $4,660+183.1% |
| Participant deferral / active EE | $12,335 | $5,619+119.5% | $5,057+143.9% | $6,688+84.4% |
| Admin fee / account holder | $2,234 | $9,750-77.1% | $8,355-73.3% | $13,397-83.3% |