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 | $115,435 | $109,881+5.1% | $150,045-23.1% | $84,808+36.1% |
| Participation rate | 74.1% | 76.1%-1.9pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 18.00% | 28.25%-10.2pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,923 | $3,561+10.2% | $4,693-16.4% | $2,631+49.1% |
| Participant deferral / active EE | $8,504 | $6,636+28.2% | $7,997+6.3% | $4,212+101.9% |
| Admin fee / account holder | $850 | $8,568-90.1% | $13,435-93.7% | $7,344-88.4% |