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 | $122,600 | $95,971+27.7% | $74,550+64.5% | $135,375-9.4% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | 9.84% | 56.96%-47.1pp | 32.53%-22.7pp | 519.73%-509.9pp |
| Employer contribution / active EE | $2,253 | $2,716-17.0% | $1,961+14.9% | $4,779-52.9% |
| Participant deferral / active EE | $6,986 | $3,843+81.8% | $3,108+124.8% | $5,609+24.6% |
| Admin fee / account holder | $1,389 | $6,522-78.7% | $5,060-72.6% | $10,827-87.2% |