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 | $140,049 | $98,750+41.8% | $149,696-6.4% | $79,858+75.4% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+11.9pp |
| Annual return | 14.67% | 27.43%-12.8pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,051 | $3,216-36.2% | $4,644-55.8% | $2,471-17.0% |
| Participant deferral / active EE | $8,837 | $5,680+55.6% | $6,842+29.2% | $3,740+136.3% |
| Admin fee / account holder | $3,524 | $6,053-41.8% | $9,309-62.1% | $5,306-33.6% |