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 | $132,640 | $98,240+35.0% | $82,313+61.1% | $147,584-10.1% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 15.82% | 30.85%-15.0pp | 25.88%-10.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,710 | $3,192-46.4% | $2,428-29.6% | $4,876-64.9% |
| Participant deferral / active EE | $8,256 | $4,383+88.3% | $3,706+122.8% | $5,439+51.8% |
| Admin fee / account holder | $406 | $8,563-95.3% | $5,608-92.8% | $10,885-96.3% |