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 | $113,973 | $107,334+6.2% | $92,893+22.7% | $152,861-25.4% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 18.66% | 145.58%-126.9pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,172 | $4,221-48.5% | $3,653-40.5% | $4,762-54.4% |
| Participant deferral / active EE | $6,700 | $4,845+38.3% | $4,236+58.2% | $5,850+14.5% |
| Admin fee / account holder | $7,271 | $7,079+2.7% | $5,794+25.5% | $11,596-37.3% |