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 | $125,818 | $114,381+10.0% | $107,525+17.0% | $142,382-11.6% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.1%-1.2pp | 80.1%-6.2pp |
| Annual return | 15.93% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,087 | $4,015-72.9% | $3,754-71.1% | $4,299-74.7% |
| Participant deferral / active EE | $2,865 | $5,564-48.5% | $5,116-44.0% | $6,507-56.0% |
| Admin fee / account holder | $1,342 | $9,860-86.4% | $8,919-84.9% | $12,624-89.4% |