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 | $184,007 | $176,812+4.1% | $146,665+25.5% | $167,490+9.9% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 12.08% | 24.03%-12.0pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,365 | $5,160-34.8% | $4,136-18.7% | $4,837-30.4% |
| Participant deferral / active EE | $10,981 | $6,440+70.5% | $5,506+99.4% | $6,341+73.2% |
| Admin fee / account holder | $99,812 | $13,259+652.8% | $10,280+871.0% | $12,309+710.9% |