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 | $109,644 | $89,753+22.2% | $107,525+2.0% | $84,808+29.3% |
| Participation rate | 71.9% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.6pp |
| Annual return | 15.55% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,253 | $3,113-59.7% | $3,754-66.6% | $2,631-52.4% |
| Participant deferral / active EE | $6,476 | $4,056+59.7% | $5,116+26.6% | $4,212+53.8% |
| Admin fee / account holder | $1,743 | $7,222-75.9% | $8,919-80.5% | $7,344-76.3% |