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 | $110,225 | $107,452+2.6% | $91,541+20.4% | $142,382-22.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 16.76% | 22.06%-5.3pp | 20.50%-3.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,931 | $2,994+31.3% | $2,505+57.0% | $4,299-8.6% |
| Participant deferral / active EE | $4,536 | $4,754-4.6% | $4,008+13.2% | $6,507-30.3% |
| Admin fee / account holder | $446 | $8,834-95.0% | $6,956-93.6% | $12,624-96.5% |