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 | $109,945 | $106,515+3.2% | $96,683+13.7% | $139,434-21.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.90% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,103 | $4,103-24.4% | $3,737-17.0% | $4,751-34.7% |
| Participant deferral / active EE | $7,384 | $5,454+35.4% | $4,878+51.4% | $6,710+10.0% |
| Admin fee / account holder | $17,273 | $7,877+119.3% | $6,730+156.7% | $11,403+51.5% |