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 | $125,445 | $114,381+9.7% | $107,525+16.7% | $142,382-11.9% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 18.81% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,798 | $4,015-5.4% | $3,754+1.2% | $4,299-11.7% |
| Participant deferral / active EE | $10,340 | $5,564+85.8% | $5,116+102.1% | $6,507+58.9% |
| Admin fee / account holder | $7,343 | $9,860-25.5% | $8,919-17.7% | $12,624-41.8% |