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 | $109,842 | $127,065-13.6% | $113,168-2.9% | $142,382-22.9% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 16.32% | 24.03%-7.7pp | 24.27%-7.9pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,833 | $3,442+40.4% | $2,975+62.4% | $4,299+12.4% |
| Participant deferral / active EE | $3,502 | $5,716-38.7% | $5,107-31.4% | $6,507-46.2% |
| Admin fee / account holder | $6,428 | $15,736-59.2% | $12,068-46.7% | $12,624-49.1% |