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 | $109,850 | $100,773+9.0% | $88,946+23.5% | $142,382-22.8% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 12.94% | 70.18%-57.2pp | 57.82%-44.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,329 | $2,918-54.5% | $2,555-48.0% | $4,299-69.1% |
| Participant deferral / active EE | $2,996 | $5,230-42.7% | $4,581-34.6% | $6,507-54.0% |
| Admin fee / account holder | $3,297 | $9,693-66.0% | $8,261-60.1% | $12,624-73.9% |