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 | $118,944 | $106,515+11.7% | $96,683+23.0% | $139,434-14.7% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 11.89% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,662 | $4,103-35.1% | $3,737-28.8% | $4,751-44.0% |
| Participant deferral / active EE | $5,585 | $5,454+2.4% | $4,878+14.5% | $6,710-16.8% |
| Admin fee / account holder | $1,679 | $7,877-78.7% | $6,730-75.0% | $11,403-85.3% |