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 7-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 | $110,731 | $111,754-0.9% | $103,333+7.2% | $145,922-24.1% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 10.63% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,735 | $4,212-11.3% | $3,868-3.4% | $4,660-19.8% |
| Participant deferral / active EE | $8,377 | $5,619+49.1% | $5,057+65.6% | $6,688+25.3% |
| Admin fee / account holder | $16,973 | $9,750+74.1% | $8,355+103.2% | $13,397+26.7% |