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 | $127,330 | $109,881+15.9% | $150,045-15.1% | $84,808+50.1% |
| Participation rate | 82.4% | 76.1%+6.3pp | 82.3%0pp | 68.3%+14.0pp |
| Annual return | 21.52% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,123 | $3,561-12.3% | $4,693-33.5% | $2,631+18.7% |
| Participant deferral / active EE | $8,810 | $6,636+32.8% | $7,997+10.2% | $4,212+109.2% |
| Admin fee / account holder | $7,831 | $8,568-8.6% | $13,435-41.7% | $7,344+6.6% |