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 | $114,409 | $111,754+2.4% | $103,333+10.7% | $145,922-21.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.72% | 24.77%-13.0pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,038 | $4,212-27.9% | $3,868-21.5% | $4,660-34.8% |
| Participant deferral / active EE | $4,300 | $5,619-23.5% | $5,057-15.0% | $6,688-35.7% |
| Admin fee / account holder | $5,270 | $9,750-45.9% | $8,355-36.9% | $13,397-60.7% |