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 | $128,480 | $109,881+16.9% | $150,045-14.4% | $84,808+51.5% |
| Participation rate | 94.6% | 76.1%+18.6pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 14.25% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,788 | $3,561-21.7% | $4,693-40.6% | $2,631+6.0% |
| Participant deferral / active EE | $4,906 | $6,636-26.1% | $7,997-38.6% | $4,212+16.5% |
| Admin fee / account holder | $8,462 | $8,568-1.2% | $13,435-37.0% | $7,344+15.2% |