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 | $122,972 | $115,770+6.2% | $101,248+21.5% | $158,922-22.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 16.18% | 56.14%-40.0pp | 46.47%-30.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $8,399 | $4,175+101.2% | $3,660+129.5% | $4,761+76.4% |
| Participant deferral / active EE | $7,313 | $4,957+47.5% | $4,370+67.3% | $5,982+22.2% |
| Admin fee / account holder | $670 | $7,245-90.8% | $5,945-88.7% | $11,246-94.0% |