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 | $111,906 | $100,041+11.9% | $149,718-25.3% | $70,131+59.6% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 17.03% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,502 | $3,662-31.7% | $5,445-54.1% | $2,342+6.8% |
| Participant deferral / active EE | $2,878 | $4,983-42.2% | $6,569-56.2% | $3,332-13.6% |
| Admin fee / account holder | $4,717 | $8,286-43.1% | $11,283-58.2% | $4,645+1.6% |