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 | $119,999 | $104,251+15.1% | $91,001+31.9% | $147,584-18.7% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.6%+14.4pp | 82.8%+7.2pp |
| Annual return | 16.01% | 27.06%-11.1pp | 4.60%+11.4pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,841 | $3,116-40.9% | $2,456-25.0% | $4,876-62.3% |
| Participant deferral / active EE | $6,525 | $4,195+55.5% | $3,547+83.9% | $5,439+20.0% |
| Admin fee / account holder | $10,918 | $8,948+22.0% | $5,417+101.5% | $10,885+0.3% |