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 | $134,743 | $114,381+17.8% | $107,525+25.3% | $142,382-5.4% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 35.74% | 242.71%-207.0pp | 181.32%-145.6pp | 217.08%-181.3pp |
| Employer contribution / active EE | $3,316 | $4,015-17.4% | $3,754-11.7% | $4,299-22.9% |
| Participant deferral / active EE | $6,146 | $5,564+10.4% | $5,116+20.1% | $6,507-5.6% |
| Admin fee / account holder | $53,280 | $9,860+440.4% | $8,919+497.4% | $12,624+322.1% |