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 | $121,753 | $198,466-38.7% | $170,442-28.6% | $147,584-17.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 12.86% | 257.29%-244.4pp | 205.93%-193.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $9,152 | $6,184+48.0% | $5,433+68.5% | $4,876+87.7% |
| Participant deferral / active EE | $9,885 | $5,629+75.6% | $4,939+100.1% | $5,439+81.8% |
| Admin fee / account holder | $1,465 | $16,852-91.3% | $13,880-89.4% | $10,885-86.5% |