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 | $124,570 | $118,450+5.2% | $98,439+26.5% | $139,434-10.7% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 17.80% | 18.94%-1.1pp | 21.16%-3.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $4,080 | $3,609+13.0% | $3,048+33.8% | $4,751-14.1% |
| Participant deferral / active EE | $4,597 | $5,392-14.7% | $4,738-3.0% | $6,710-31.5% |
| Admin fee / account holder | $858 | $14,026-93.9% | $8,948-90.4% | $11,403-92.5% |