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 | $106,291 | $111,754-4.9% | $103,333+2.9% | $145,922-27.2% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | 13.08% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,479 | $4,212-64.9% | $3,868-61.8% | $4,660-68.3% |
| Participant deferral / active EE | $6,539 | $5,619+16.4% | $5,057+29.3% | $6,688-2.2% |
| Admin fee / account holder | $825 | $9,750-91.5% | $8,355-90.1% | $13,397-93.8% |