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 | $134,744 | $135,952-0.9% | $123,892+8.8% | $273,961-50.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.84% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,356 | $5,170-35.1% | $4,617-27.3% | $4,869-31.1% |
| Participant deferral / active EE | $3,863 | $6,343-39.1% | $5,984-35.4% | $5,287-26.9% |
| Admin fee / account holder | $1,268 | $9,817-87.1% | $8,357-84.8% | $10,132-87.5% |