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 | $114,832 | $111,754+2.8% | $103,333+11.1% | $145,922-21.3% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 13.09% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,299 | $4,212-21.7% | $3,868-14.7% | $4,660-29.2% |
| Participant deferral / active EE | $5,148 | $5,619-8.4% | $5,057+1.8% | $6,688-23.0% |
| Admin fee / account holder | $1,238 | $9,750-87.3% | $8,355-85.2% | $13,397-90.8% |