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 | $120,588 | $127,777-5.6% | $106,548+13.2% | $167,490-28.0% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 16.29% | 33.87%-17.6pp | 26.80%-10.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $4,670 | $3,427+36.3% | $2,819+65.7% | $4,837-3.5% |
| Participant deferral / active EE | $8,993 | $5,087+76.8% | $4,398+104.5% | $6,341+41.8% |
| Admin fee / account holder | $8,703 | $11,228-22.5% | $7,407+17.5% | $12,309-29.3% |