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 | $119,605 | $109,359+9.4% | $162,163-26.2% | $72,985+63.9% |
| Participation rate | 78.8% | 84.3%-5.5pp | 87.6%-8.8pp | 69.5%+9.3pp |
| Annual return | 20.02% | 25.46%-5.4pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,360 | $3,907-65.2% | $5,614-75.8% | $2,440-44.3% |
| Participant deferral / active EE | $4,191 | $5,481-23.5% | $7,298-42.6% | $3,607+16.2% |
| Admin fee / account holder | $13,911 | $7,972+74.5% | $10,843+28.3% | $5,124+171.5% |