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 | $123,298 | $99,652+23.7% | $78,778+56.5% | $147,584-16.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 14.38% | 47.28%-32.9pp | 35.62%-21.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $678 | $2,796-75.7% | $1,986-65.8% | $4,876-86.1% |
| Participant deferral / active EE | $834 | $3,664-77.2% | $2,958-71.8% | $5,439-84.7% |
| Admin fee / account holder | $2,450 | $7,155-65.8% | $5,134-52.3% | $10,885-77.5% |