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 | $108,921 | $103,376+5.4% | $87,100+25.1% | $152,861-28.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 25.14% | 28.10%-3.0pp | 28.19%-3.0pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,087 | $3,220-35.2% | $2,521-17.2% | $4,762-56.2% |
| Participant deferral / active EE | $5,864 | $4,778+22.7% | $4,049+44.8% | $5,850+0.2% |
| Admin fee / account holder | $370 | $12,205-97.0% | $7,497-95.1% | $11,596-96.8% |