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 | $111,113 | $88,083+26.1% | $164,813-32.6% | $74,495+49.2% |
| Participation rate | 73.6% | 73.0%+0.5pp | 78.6%-5.1pp | 67.2%+6.4pp |
| Annual return | 14.76% | 17.26%-2.5pp | 69.93%-55.2pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $812 | $2,593-68.7% | $4,341-81.3% | $2,623-69.0% |
| Participant deferral / active EE | $4,505 | $4,498+0.1% | $6,031-25.3% | $4,346+3.7% |
| Admin fee / account holder | $2,734 | $2,234+22.4% | $12,690-78.5% | $1,942+40.8% |