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 6-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 | $115,715 | $114,381+1.2% | $107,525+7.6% | $142,382-18.7% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 14.79% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,662 | $4,015+16.1% | $3,754+24.2% | $4,299+8.4% |
| Participant deferral / active EE | $15,937 | $5,564+186.4% | $5,116+211.5% | $6,507+144.9% |
| Admin fee / account holder | $32,147 | $9,860+226.0% | $8,919+260.4% | $12,624+154.7% |