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 | $129,673 | $107,452+20.7% | $91,541+41.7% | $142,382-8.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.8%+1.7pp | 80.1%-8.7pp |
| Annual return | 17.10% | 22.06%-5.0pp | 20.50%-3.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,229 | $2,994-58.9% | $2,505-50.9% | $4,299-71.4% |
| Participant deferral / active EE | $2,459 | $4,754-48.3% | $4,008-38.7% | $6,507-62.2% |
| Admin fee / account holder | $3,133 | $8,834-64.5% | $6,956-55.0% | $12,624-75.2% |