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 | $119,567 | $111,754+7.0% | $103,333+15.7% | $145,922-18.1% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 18.63% | 24.77%-6.1pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $3,135 | $4,212-25.6% | $3,868-18.9% | $4,660-32.7% |
| Participant deferral / active EE | $6,053 | $5,619+7.7% | $5,057+19.7% | $6,688-9.5% |
| Admin fee / account holder | $1,407 | $9,750-85.6% | $8,355-83.2% | $13,397-89.5% |