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 | $125,816 | $93,571+34.5% | $135,903-7.4% | $75,163+67.4% |
| Participation rate | 74.7% | 75.2%-0.5pp | 81.9%-7.2pp | 67.2%+7.5pp |
| Annual return | 17.75% | 30.90%-13.1pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,916 | $3,537-17.6% | $4,856-40.0% | $2,670+9.2% |
| Participant deferral / active EE | $7,659 | $6,404+19.6% | $7,758-1.3% | $4,125+85.7% |
| Admin fee / account holder | $3,799 | $6,975-45.5% | $10,762-64.7% | $5,651-32.8% |