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 | $118,208 | $106,515+11.0% | $96,683+22.3% | $139,434-15.2% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 20.11% | 38.43%-18.3pp | 35.69%-15.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $13,939 | $4,103+239.7% | $3,737+273.0% | $4,751+193.4% |
| Participant deferral / active EE | $7,356 | $5,454+34.9% | $4,878+50.8% | $6,710+9.6% |
| Admin fee / account holder | $4,960 | $7,877-37.0% | $6,730-26.3% | $11,403-56.5% |