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 | $132,891 | $114,381+16.2% | $107,525+23.6% | $142,382-6.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 15.01% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $996 | $4,015-75.2% | $3,754-73.5% | $4,299-76.8% |
| Participant deferral / active EE | $2,483 | $5,564-55.4% | $5,116-51.5% | $6,507-61.8% |
| Admin fee / account holder | $38,377 | $9,860+289.2% | $8,919+330.3% | $12,624+204.0% |