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 | $124,184 | $124,319-0.1% | $111,297+11.6% | $167,490-25.9% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 12.51% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,908 | $3,435-15.3% | $2,731+6.5% | $4,837-39.9% |
| Participant deferral / active EE | $5,806 | $5,180+12.1% | $4,487+29.4% | $6,341-8.4% |
| Admin fee / account holder | $3,807 | $10,618-64.1% | $7,964-52.2% | $12,309-69.1% |