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 | $117,183 | $115,770+1.2% | $101,248+15.7% | $158,922-26.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 13.56% | 56.14%-42.6pp | 46.47%-32.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,783 | $4,175-33.3% | $3,660-23.9% | $4,761-41.5% |
| Participant deferral / active EE | $5,572 | $4,957+12.4% | $4,370+27.5% | $5,982-6.9% |
| Admin fee / account holder | $777 | $7,245-89.3% | $5,945-86.9% | $11,246-93.1% |