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 | $123,420 | $99,918+23.5% | $81,382+51.7% | $145,922-15.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 16.38% | 34.32%-17.9pp | 24.73%-8.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,340 | $2,978+12.2% | $2,463+35.6% | $4,660-28.3% |
| Participant deferral / active EE | $4,482 | $4,605-2.7% | $3,883+15.4% | $6,688-33.0% |
| Admin fee / account holder | $1,880 | $8,212-77.1% | $5,768-67.4% | $13,397-86.0% |