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 | $115,187 | $91,190+26.3% | $178,490-35.5% | $79,858+44.2% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 14.37% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,280 | $3,256+0.7% | $5,011-34.5% | $2,471+32.7% |
| Participant deferral / active EE | $3,433 | $3,236+6.1% | $5,202-34.0% | $3,740-8.2% |
| Admin fee / account holder | $4,718 | $6,751-30.1% | $13,984-66.3% | $5,306-11.1% |