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 | $119,365 | $99,877+19.5% | $84,966+40.5% | $145,922-18.2% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 8.40% | 83.76%-75.4pp | 66.38%-58.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,451 | $3,231+6.8% | $2,727+26.5% | $4,660-25.9% |
| Participant deferral / active EE | $7,866 | $5,291+48.7% | $4,519+74.0% | $6,688+17.6% |
| Admin fee / account holder | $2,415 | $7,248-66.7% | $6,149-60.7% | $13,397-82.0% |