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 | $131,899 | $114,381+15.3% | $107,525+22.7% | $142,382-7.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 17.62% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,027 | $4,015-74.4% | $3,754-72.6% | $4,299-76.1% |
| Participant deferral / active EE | $3,683 | $5,564-33.8% | $5,116-28.0% | $6,507-43.4% |
| Admin fee / account holder | $24,721 | $9,860+150.7% | $8,919+177.2% | $12,624+95.8% |