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 | $117,048 | $137,414-14.8% | $189,513-38.2% | $85,850+36.3% |
| Participation rate | 74.6% | 84.6%-10.0pp | 87.8%-13.2pp | 69.3%+5.3pp |
| Annual return | 12.86% | 38.14%-25.3pp | 555.15%-542.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,159 | $4,344-27.3% | $6,162-48.7% | $2,565+23.1% |
| Participant deferral / active EE | $4,054 | $6,260-35.2% | $8,221-50.7% | $3,952+2.6% |
| Admin fee / account holder | $1,532 | $8,630-82.3% | $12,045-87.3% | $6,260-75.5% |