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 | $118,328 | $99,877+18.5% | $84,966+39.3% | $145,922-18.9% |
| Participation rate | 95.5% | 74.1%+21.4pp | 67.5%+28.0pp | 80.3%+15.2pp |
| Annual return | 13.89% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,414 | $3,231-25.3% | $2,727-11.5% | $4,660-48.2% |
| Participant deferral / active EE | $9,672 | $5,291+82.8% | $4,519+114.0% | $6,688+44.6% |
| Admin fee / account holder | $20,079 | $7,248+177.0% | $6,149+226.6% | $13,397+49.9% |