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 | $117,978 | $100,773+17.1% | $88,946+32.6% | $142,382-17.1% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.8%+12.4pp | 80.1%+1.1pp |
| Annual return | 16.69% | 70.18%-53.5pp | 57.82%-41.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,088 | $2,918+5.8% | $2,555+20.9% | $4,299-28.2% |
| Participant deferral / active EE | $8,235 | $5,230+57.4% | $4,581+79.7% | $6,507+26.5% |
| Admin fee / account holder | $25,117 | $9,693+159.1% | $8,261+204.0% | $12,624+99.0% |