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 | $130,898 | $114,381+14.4% | $107,525+21.7% | $142,382-8.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.02% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,441 | $4,015-64.1% | $3,754-61.6% | $4,299-66.5% |
| Participant deferral / active EE | $7,237 | $5,564+30.1% | $5,116+41.5% | $6,507+11.2% |
| Admin fee / account holder | $2,081 | $9,860-78.9% | $8,919-76.7% | $12,624-83.5% |