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 | $117,979 | $109,982+7.3% | $97,226+21.3% | $145,922-19.1% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 16.46% | 242.90%-226.4pp | 75.13%-58.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,577 | $3,084-48.9% | $2,729-42.2% | $4,660-66.2% |
| Participant deferral / active EE | $3,303 | $4,676-29.4% | $4,264-22.5% | $6,688-50.6% |
| Admin fee / account holder | $790 | $6,221-87.3% | $5,654-86.0% | $13,397-94.1% |