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 | $113,710 | $107,334+5.9% | $92,893+22.4% | $152,861-25.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 26.67% | 145.58%-118.9pp | 109.41%-82.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $4,406 | $4,221+4.4% | $3,653+20.6% | $4,762-7.5% |
| Participant deferral / active EE | $11,821 | $4,845+144.0% | $4,236+179.1% | $5,850+102.1% |
| Admin fee / account holder | $1,515 | $7,079-78.6% | $5,794-73.9% | $11,596-86.9% |