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 | $107,261 | $102,317+4.8% | $146,958-27.0% | $80,856+32.7% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.2%-2.7pp | 67.6%+11.8pp |
| Annual return | 16.08% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,364 | $3,713-63.3% | $4,933-72.4% | $2,755-50.5% |
| Participant deferral / active EE | $7,131 | $6,644+7.3% | $8,070-11.6% | $4,296+66.0% |
| Admin fee / account holder | $876 | $7,941-89.0% | $12,998-93.3% | $6,918-87.3% |