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 | $116,877 | $101,069+15.6% | $81,478+43.4% | $147,584-20.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 14.91% | 32.40%-17.5pp | 38.78%-23.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,201 | $3,205-0.1% | $2,568+24.7% | $4,876-34.4% |
| Participant deferral / active EE | $5,311 | $4,242+25.2% | $3,537+50.2% | $5,439-2.4% |
| Admin fee / account holder | $13,575 | $5,812+133.6% | $4,561+197.6% | $10,885+24.7% |