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 | $122,331 | $103,376+18.3% | $87,100+40.4% | $152,861-20.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 17.60% | 28.10%-10.5pp | 28.19%-10.6pp | 345.32%-327.7pp |
| Employer contribution / active EE | $700 | $3,220-78.3% | $2,521-72.2% | $4,762-85.3% |
| Participant deferral / active EE | $12,500 | $4,778+161.6% | $4,049+208.8% | $5,850+113.7% |
| Admin fee / account holder | $1,455 | $12,205-88.1% | $7,497-80.6% | $11,596-87.5% |