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 | $131,961 | $99,652+32.4% | $78,778+67.5% | $147,584-10.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 11.94% | 47.28%-35.3pp | 35.62%-23.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,263 | $2,796-54.8% | $1,986-36.4% | $4,876-74.1% |
| Participant deferral / active EE | $3,523 | $3,664-3.8% | $2,958+19.1% | $5,439-35.2% |
| Admin fee / account holder | $4,405 | $7,155-38.4% | $5,134-14.2% | $10,885-59.5% |