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 | $122,505 | $99,985+22.5% | $146,665-16.5% | $85,850+42.7% |
| Participation rate | 89.4% | 73.1%+16.3pp | 80.1%+9.3pp | 69.3%+20.1pp |
| Annual return | 16.54% | 18.93%-2.4pp | 22.74%-6.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,993 | $2,559-22.1% | $4,136-51.8% | $2,565-22.3% |
| Participant deferral / active EE | $3,105 | $4,006-22.5% | $5,506-43.6% | $3,952-21.4% |
| Admin fee / account holder | $6,544 | $7,702-15.0% | $10,280-36.3% | $6,260+4.5% |