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 | $121,299 | $112,096+8.2% | $95,952+26.4% | $158,922-23.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 12.65% | 171.09%-158.4pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,533 | $3,198-52.1% | $2,541-39.7% | $4,761-67.8% |
| Participant deferral / active EE | $6,347 | $4,784+32.7% | $4,167+52.3% | $5,982+6.1% |
| Admin fee / account holder | $3,693 | $10,130-63.5% | $6,795-45.7% | $11,246-67.2% |