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 | $129,872 | $106,515+21.9% | $96,683+34.3% | $139,434-6.9% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 18.26% | 38.43%-20.2pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,000 | $4,103-26.9% | $3,737-19.7% | $4,751-36.8% |
| Participant deferral / active EE | $5,605 | $5,454+2.8% | $4,878+14.9% | $6,710-16.5% |
| Admin fee / account holder | $11,744 | $7,877+49.1% | $6,730+74.5% | $11,403+3.0% |