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 | $132,733 | $114,381+16.0% | $107,525+23.4% | $142,382-6.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.10% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,464 | $4,015-38.6% | $3,754-34.3% | $4,299-42.7% |
| Participant deferral / active EE | $7,642 | $5,564+37.3% | $5,116+49.4% | $6,507+17.4% |
| Admin fee / account holder | $2,337 | $9,860-76.3% | $8,919-73.8% | $12,624-81.5% |