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 | $123,427 | $104,974+17.6% | $95,585+29.1% | $142,382-13.3% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.1%+4.4pp | 80.1%-3.6pp |
| Annual return | 13.69% | 210.33%-196.6pp | 38.56%-24.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,274 | $2,779-54.2% | $2,527-49.6% | $4,299-70.4% |
| Participant deferral / active EE | $2,941 | $4,352-32.4% | $4,023-26.9% | $6,507-54.8% |
| Admin fee / account holder | $5,982 | $6,386-6.3% | $6,127-2.4% | $12,624-52.6% |