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 | $108,602 | $111,754-2.8% | $103,333+5.1% | $145,922-25.6% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 16.99% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,845 | $4,212-8.7% | $3,868-0.6% | $4,660-17.5% |
| Participant deferral / active EE | $9,093 | $5,619+61.8% | $5,057+79.8% | $6,688+36.0% |
| Admin fee / account holder | $4,258 | $9,750-56.3% | $8,355-49.0% | $13,397-68.2% |