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 | $84,475 | $69,207+22.1% | $64,056+31.9% | $139,434-39.4% |
| Participation rate | 88.2% | 75.6%+12.6pp | 72.3%+15.9pp | 80.3%+7.9pp |
| Annual return | 12.85% | 45.88%-33.0pp | 33.69%-20.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,811 | $3,182-43.1% | $2,747-34.1% | $4,751-61.9% |
| Participant deferral / active EE | $2,000 | $4,682-57.3% | $3,880-48.5% | $6,710-70.2% |
| Admin fee / account holder | $5,016 | $4,244+18.2% | $3,068+63.5% | $11,403-56.0% |