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 | $120,897 | $117,983+2.5% | $101,794+18.8% | $142,382-15.1% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 12.61% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,343 | $2,773-51.6% | $2,289-41.3% | $4,299-68.8% |
| Participant deferral / active EE | $1,763 | $4,714-62.6% | $4,084-56.8% | $6,507-72.9% |
| Admin fee / account holder | $49,765 | $10,433+377.0% | $8,777+467.0% | $12,624+294.2% |