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 | $240,080 | $127,386+88.5% | $115,037+108.7% | $125,391+91.5% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -2.54% | 31.28%-33.8pp | 26.14%-28.7pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,886 | $5,166-24.8% | $4,608-15.7% | $4,866-20.1% |
| Participant deferral / active EE | $10,902 | $6,423+69.7% | $6,026+80.9% | $5,352+103.7% |
| Admin fee / account holder | $5,549 | $9,516-41.7% | $8,175-32.1% | $9,540-41.8% |