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 | $116,191 | $112,096+3.7% | $95,952+21.1% | $158,922-26.9% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 16.29% | 171.09%-154.8pp | 91.61%-75.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,615 | $3,198-49.5% | $2,541-36.4% | $4,761-66.1% |
| Participant deferral / active EE | $2,260 | $4,784-52.7% | $4,167-45.8% | $5,982-62.2% |
| Admin fee / account holder | $609 | $10,130-94.0% | $6,795-91.0% | $11,246-94.6% |