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 | $105,633 | $99,877+5.8% | $84,966+24.3% | $145,922-27.6% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | 15.23% | 83.76%-68.5pp | 66.38%-51.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,372 | $3,231+4.4% | $2,727+23.7% | $4,660-27.6% |
| Participant deferral / active EE | $7,195 | $5,291+36.0% | $4,519+59.2% | $6,688+7.6% |
| Admin fee / account holder | $21,148 | $7,248+191.8% | $6,149+243.9% | $13,397+57.9% |