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 | $116,649 | $124,281-6.1% | $109,143+6.9% | $167,490-30.4% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 12.20% | 26.04%-13.8pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $7,673 | $4,207+82.4% | $3,722+106.1% | $4,837+58.6% |
| Participant deferral / active EE | $3,809 | $5,255-27.5% | $4,653-18.1% | $6,341-39.9% |
| Admin fee / account holder | $34,754 | $7,970+336.1% | $6,752+414.7% | $12,309+182.3% |