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 | $127,629 | $111,754+14.2% | $103,333+23.5% | $145,922-12.5% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 16.23% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,987 | $4,212-29.1% | $3,868-22.8% | $4,660-35.9% |
| Participant deferral / active EE | $11,674 | $5,619+107.8% | $5,057+130.8% | $6,688+74.6% |
| Admin fee / account holder | $3,354 | $9,750-65.6% | $8,355-59.9% | $13,397-75.0% |