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 | $123,968 | $110,257+12.4% | $96,544+28.4% | $139,434-11.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 18.24% | 26.32%-8.1pp | 25.84%-7.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,056 | $3,620-43.2% | $2,965-30.7% | $4,751-56.7% |
| Participant deferral / active EE | $7,610 | $5,548+37.2% | $4,851+56.9% | $6,710+13.4% |
| Admin fee / account holder | $671 | $11,591-94.2% | $8,252-91.9% | $11,403-94.1% |