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 | $114,275 | $114,381-0.1% | $107,525+6.3% | $142,382-19.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 12.82% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,798 | $4,015-5.4% | $3,754+1.2% | $4,299-11.7% |
| Participant deferral / active EE | $9,120 | $5,564+63.9% | $5,116+78.3% | $6,507+40.2% |
| Admin fee / account holder | $22,587 | $9,860+129.1% | $8,919+153.3% | $12,624+78.9% |