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 | $108,129 | $86,286+25.3% | $111,297-2.8% | $85,850+26.0% |
| Participation rate | 76.0% | 73.3%+2.7pp | 77.3%-1.3pp | 69.3%+6.7pp |
| Annual return | 12.00% | 19.99%-8.0pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,741 | $2,043-14.8% | $2,731-36.3% | $2,565-32.1% |
| Participant deferral / active EE | $3,480 | $3,641-4.4% | $4,487-22.4% | $3,952-11.9% |
| Admin fee / account holder | $12,216 | $8,188+49.2% | $7,964+53.4% | $6,260+95.2% |