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 | $108,374 | $107,334+1.0% | $92,893+16.7% | $152,861-29.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 20.85% | 145.58%-124.7pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,226 | $4,221-47.3% | $3,653-39.0% | $4,762-53.3% |
| Participant deferral / active EE | $6,351 | $4,845+31.1% | $4,236+49.9% | $5,850+8.6% |
| Admin fee / account holder | $3,803 | $7,079-46.3% | $5,794-34.4% | $11,596-67.2% |