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 | $116,771 | $112,096+4.2% | $95,952+21.7% | $158,922-26.5% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 17.05% | 171.09%-154.0pp | 91.61%-74.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,364 | $3,198-57.4% | $2,541-46.3% | $4,761-71.4% |
| Participant deferral / active EE | $2,187 | $4,784-54.3% | $4,167-47.5% | $5,982-63.4% |
| Admin fee / account holder | $5,016 | $10,130-50.5% | $6,795-26.2% | $11,246-55.4% |