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 | $105,376 | $105,859-0.5% | $90,160+16.9% | $147,584-28.6% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 15.02% | 37.63%-22.6pp | 34.88%-19.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,249 | $4,126-45.5% | $3,318-32.2% | $4,876-53.9% |
| Participant deferral / active EE | $3,026 | $5,733-47.2% | $5,288-42.8% | $5,439-44.4% |
| Admin fee / account holder | $1,987 | $8,046-75.3% | $5,943-66.6% | $10,885-81.8% |