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 | $136,411 | $133,922+1.9% | $116,228+17.4% | $142,382-4.2% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.6%-0.9pp | 80.1%-6.4pp |
| Annual return | 14.98% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,013 | $3,446-70.6% | $2,994-66.2% | $4,299-76.4% |
| Participant deferral / active EE | $6,965 | $5,672+22.8% | $4,953+40.6% | $6,507+7.0% |
| Admin fee / account holder | $905 | $14,945-93.9% | $11,989-92.5% | $12,624-92.8% |