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 | $123,446 | $117,841+4.8% | $102,423+20.5% | $145,922-15.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 31.13% | 31.65%-0.5pp | 29.32%+1.8pp | 561.29%-530.2pp |
| Employer contribution / active EE | $1,110 | $3,615-69.3% | $3,023-63.3% | $4,660-76.2% |
| Participant deferral / active EE | $1,995 | $5,731-65.2% | $5,053-60.5% | $6,688-70.2% |
| Admin fee / account holder | $1,898 | $13,326-85.8% | $9,451-79.9% | $13,397-85.8% |