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 | $112,194 | $118,849-5.6% | $96,562+16.2% | $167,490-33.0% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 24.78% | 50.49%-25.7pp | 37.78%-13.0pp | 478.56%-453.8pp |
| Employer contribution / active EE | $1,190 | $3,120-61.8% | $2,356-49.5% | $4,837-75.4% |
| Participant deferral / active EE | $6,098 | $4,616+32.1% | $3,849+58.4% | $6,341-3.8% |
| Admin fee / account holder | $847 | $8,065-89.5% | $6,181-86.3% | $12,309-93.1% |