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 | $123,903 | $104,251+18.9% | $91,001+36.2% | $147,584-16.0% |
| Participation rate | 95.0% | 78.2%+16.8pp | 75.6%+19.4pp | 82.8%+12.2pp |
| Annual return | 14.88% | 27.06%-12.2pp | 4.60%+10.3pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,511 | $3,116-19.4% | $2,456+2.3% | $4,876-48.5% |
| Participant deferral / active EE | $7,040 | $4,195+67.8% | $3,547+98.5% | $5,439+29.4% |
| Admin fee / account holder | $3,087 | $8,948-65.5% | $5,417-43.0% | $10,885-71.6% |