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 | $112,302 | $109,359+2.7% | $162,163-30.7% | $72,985+53.9% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.6pp |
| Annual return | 34.75% | 25.46%+9.3pp | 115.59%-80.8pp | 81.00%-46.3pp |
| Employer contribution / active EE | $4,348 | $3,907+11.3% | $5,614-22.5% | $2,440+78.2% |
| Participant deferral / active EE | $12,951 | $5,481+136.3% | $7,298+77.5% | $3,607+259.0% |
| Admin fee / account holder | $1,343 | $7,972-83.1% | $10,843-87.6% | $5,124-73.8% |