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 | $124,970 | $111,754+11.8% | $103,333+20.9% | $145,922-14.4% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 17.29% | 24.77%-7.5pp | 24.88%-7.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,924 | $4,212-54.3% | $3,868-50.3% | $4,660-58.7% |
| Participant deferral / active EE | $5,175 | $5,619-7.9% | $5,057+2.3% | $6,688-22.6% |
| Admin fee / account holder | $408 | $9,750-95.8% | $8,355-95.1% | $13,397-97.0% |