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 | $111,118 | $100,773+10.3% | $88,946+24.9% | $142,382-22.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 16.73% | 70.18%-53.4pp | 57.82%-41.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,293 | $2,918-21.4% | $2,555-10.3% | $4,299-46.7% |
| Participant deferral / active EE | $8,282 | $5,230+58.3% | $4,581+80.8% | $6,507+27.3% |
| Admin fee / account holder | $2,326 | $9,693-76.0% | $8,261-71.8% | $12,624-81.6% |