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 | $123,445 | $98,750+25.0% | $149,696-17.5% | $79,858+54.6% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 17.28% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,798 | $3,216-44.1% | $4,644-61.3% | $2,471-27.2% |
| Participant deferral / active EE | $9,744 | $5,680+71.5% | $6,842+42.4% | $3,740+160.5% |
| Admin fee / account holder | $5,891 | $6,053-2.7% | $9,309-36.7% | $5,306+11.0% |