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 | $111,928 | $102,317+9.4% | $146,958-23.8% | $80,856+38.4% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.2%+4.1pp | 67.6%+18.6pp |
| Annual return | 26.46% | 134.76%-108.3pp | 418.34%-391.9pp | 35.59%-9.1pp |
| Employer contribution / active EE | $1,669 | $3,713-55.1% | $4,933-66.2% | $2,755-39.4% |
| Participant deferral / active EE | $9,532 | $6,644+43.5% | $8,070+18.1% | $4,296+121.9% |
| Admin fee / account holder | $1,541 | $7,941-80.6% | $12,998-88.1% | $6,918-77.7% |