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 | $124,172 | $114,381+8.6% | $107,525+15.5% | $142,382-12.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.98% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,777 | $4,015-55.7% | $3,754-52.7% | $4,299-58.7% |
| Participant deferral / active EE | $2,520 | $5,564-54.7% | $5,116-50.7% | $6,507-61.3% |
| Admin fee / account holder | $7,803 | $9,860-20.9% | $8,919-12.5% | $12,624-38.2% |