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 | $113,520 | $109,359+3.8% | $162,163-30.0% | $72,985+55.5% |
| Participation rate | 88.6% | 84.3%+4.3pp | 87.6%+1.0pp | 69.5%+19.1pp |
| Annual return | 24.57% | 25.46%-0.9pp | 115.59%-91.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,113 | $3,907-45.9% | $5,614-62.4% | $2,440-13.4% |
| Participant deferral / active EE | $4,499 | $5,481-17.9% | $7,298-38.4% | $3,607+24.7% |
| Admin fee / account holder | $1,407 | $7,972-82.4% | $10,843-87.0% | $5,124-72.6% |