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 | $129,670 | $99,985+29.7% | $146,665-11.6% | $85,850+51.0% |
| Participation rate | 79.2% | 73.1%+6.1pp | 80.1%-0.9pp | 69.3%+9.9pp |
| Annual return | 15.57% | 18.93%-3.4pp | 22.74%-7.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,512 | $2,559-1.8% | $4,136-39.3% | $2,565-2.1% |
| Participant deferral / active EE | $7,415 | $4,006+85.1% | $5,506+34.7% | $3,952+87.6% |
| Admin fee / account holder | $6,084 | $7,702-21.0% | $10,280-40.8% | $6,260-2.8% |