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 | $123,867 | $99,985+23.9% | $146,665-15.5% | $85,850+44.3% |
| Participation rate | 85.7% | 73.1%+12.7pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 11.89% | 18.93%-7.0pp | 22.74%-10.9pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,154 | $2,559-15.8% | $4,136-47.9% | $2,565-16.0% |
| Participant deferral / active EE | $4,330 | $4,006+8.1% | $5,506-21.4% | $3,952+9.6% |
| Admin fee / account holder | $2,066 | $7,702-73.2% | $10,280-79.9% | $6,260-67.0% |