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 | $106,988 | $115,770-7.6% | $101,248+5.7% | $158,922-32.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.79% | 56.14%-42.3pp | 46.47%-32.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $4,888 | $4,175+17.1% | $3,660+33.6% | $4,761+2.7% |
| Participant deferral / active EE | $12,488 | $4,957+151.9% | $4,370+185.7% | $5,982+108.7% |
| Admin fee / account holder | $4,906 | $7,245-32.3% | $5,945-17.5% | $11,246-56.4% |