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 | $111,390 | $117,841-5.5% | $102,423+8.8% | $145,922-23.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.57% | 31.65%-21.1pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,523 | $3,615-57.9% | $3,023-49.6% | $4,660-67.3% |
| Participant deferral / active EE | $4,495 | $5,731-21.6% | $5,053-11.0% | $6,688-32.8% |
| Admin fee / account holder | $2,688 | $13,326-79.8% | $9,451-71.6% | $13,397-79.9% |