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 | $128,841 | $91,037+41.5% | $71,671+79.8% | $147,584-12.7% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 9.67% | 20.48%-10.8pp | 20.65%-11.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,932 | $3,327-41.9% | $2,460-21.5% | $4,876-60.4% |
| Participant deferral / active EE | $5,955 | $4,498+32.4% | $3,438+73.2% | $5,439+9.5% |
| Admin fee / account holder | $3,076 | $8,613-64.3% | $5,558-44.7% | $10,885-71.7% |