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 | $110,030 | $103,376+6.4% | $87,100+26.3% | $152,861-28.0% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 24.09% | 28.10%-4.0pp | 28.19%-4.1pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,021 | $3,220-68.3% | $2,521-59.5% | $4,762-78.6% |
| Participant deferral / active EE | $8,330 | $4,778+74.3% | $4,049+105.7% | $5,850+42.4% |
| Admin fee / account holder | $8,354 | $12,205-31.6% | $7,497+11.4% | $11,596-28.0% |