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 | $123,032 | $111,754+10.1% | $103,333+19.1% | $145,922-15.7% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 12.51% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,689 | $4,212-12.4% | $3,868-4.6% | $4,660-20.8% |
| Participant deferral / active EE | $7,204 | $5,619+28.2% | $5,057+42.4% | $6,688+7.7% |
| Admin fee / account holder | $1,417 | $9,750-85.5% | $8,355-83.0% | $13,397-89.4% |