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 | $125,855 | $114,381+10.0% | $107,525+17.0% | $142,382-11.6% |
| Participation rate | 76.5% | 78.1%-1.7pp | 75.1%+1.4pp | 80.1%-3.6pp |
| Annual return | 12.03% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,742 | $4,015-31.7% | $3,754-26.9% | $4,299-36.2% |
| Participant deferral / active EE | $8,371 | $5,564+50.4% | $5,116+63.6% | $6,507+28.6% |
| Admin fee / account holder | $1,098 | $9,860-88.9% | $8,919-87.7% | $12,624-91.3% |