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 | $99,809 | $93,571+6.7% | $135,903-26.6% | $75,163+32.8% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 17.86% | 30.90%-13.0pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,665 | $3,537-24.6% | $4,856-45.1% | $2,670-0.2% |
| Participant deferral / active EE | $8,913 | $6,404+39.2% | $7,758+14.9% | $4,125+116.1% |
| Admin fee / account holder | $4,545 | $6,975-34.8% | $10,762-57.8% | $5,651-19.6% |