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 | $111,286 | $88,083+26.3% | $164,813-32.5% | $74,495+49.4% |
| Participation rate | 72.1% | 73.0%-0.9pp | 78.6%-6.5pp | 67.2%+4.9pp |
| Annual return | 15.45% | 17.26%-1.8pp | 69.93%-54.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,036 | $2,593-60.0% | $4,341-76.1% | $2,623-60.5% |
| Participant deferral / active EE | $6,926 | $4,498+54.0% | $6,031+14.8% | $4,346+59.4% |
| Admin fee / account holder | $6,135 | $2,234+174.7% | $12,690-51.7% | $1,942+216.0% |