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 | $120,067 | $106,515+12.7% | $96,683+24.2% | $139,434-13.9% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 12.19% | 38.43%-26.2pp | 35.69%-23.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,351 | $4,103-67.1% | $3,737-63.8% | $4,751-71.6% |
| Participant deferral / active EE | $6,015 | $5,454+10.3% | $4,878+23.3% | $6,710-10.4% |
| Admin fee / account holder | $29,244 | $7,877+271.3% | $6,730+334.6% | $11,403+156.5% |