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 | $112,264 | $117,983-4.8% | $101,794+10.3% | $142,382-21.2% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.2%+19.1pp | 80.1%+8.1pp |
| Annual return | 12.58% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,365 | $2,773-50.8% | $2,289-40.4% | $4,299-68.3% |
| Participant deferral / active EE | $2,630 | $4,714-44.2% | $4,084-35.6% | $6,507-59.6% |
| Admin fee / account holder | $6,565 | $10,433-37.1% | $8,777-25.2% | $12,624-48.0% |