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 | $100,549 | $162,781-38.2% | $133,956-24.9% | $158,922-36.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 11.67% | 41.94%-30.3pp | 45.09%-33.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,625 | $4,975-47.2% | $3,919-33.0% | $4,761-44.9% |
| Participant deferral / active EE | $11,293 | $5,911+91.1% | $5,048+123.7% | $5,982+88.8% |
| Admin fee / account holder | $81,900 | $11,736+597.8% | $8,927+817.4% | $11,246+628.3% |