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 | $125,248 | $124,319+0.7% | $111,297+12.5% | $167,490-25.2% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 13.42% | 37.44%-24.0pp | 54.65%-41.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,353 | $3,435-60.6% | $2,731-50.4% | $4,837-72.0% |
| Participant deferral / active EE | $6,094 | $5,180+17.6% | $4,487+35.8% | $6,341-3.9% |
| Admin fee / account holder | $30,661 | $10,618+188.8% | $7,964+285.0% | $12,309+149.1% |