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 | $105,593 | $106,515-0.9% | $96,683+9.2% | $139,434-24.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 11.11% | 38.43%-27.3pp | 35.69%-24.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $2,042 | $4,103-50.2% | $3,737-45.4% | $4,751-57.0% |
| Participant deferral / active EE | $5,881 | $5,454+7.8% | $4,878+20.6% | $6,710-12.4% |
| Admin fee / account holder | $28,558 | $7,877+262.6% | $6,730+324.4% | $11,403+150.5% |