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 | $116,414 | $100,773+15.5% | $88,946+30.9% | $142,382-18.2% |
| Participation rate | 87.0% | 74.3%+12.7pp | 68.8%+18.1pp | 80.1%+6.8pp |
| Annual return | 13.06% | 70.18%-57.1pp | 57.82%-44.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,143 | $2,918-26.6% | $2,555-16.1% | $4,299-50.2% |
| Participant deferral / active EE | $4,440 | $5,230-15.1% | $4,581-3.1% | $6,507-31.8% |
| Admin fee / account holder | $12,577 | $9,693+29.8% | $8,261+52.2% | $12,624-0.4% |