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 | $135,736 | $109,881+23.5% | $150,045-9.5% | $84,808+60.1% |
| Participation rate | 87.0% | 76.1%+10.9pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 15.61% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,184 | $3,561-10.6% | $4,693-32.2% | $2,631+21.0% |
| Participant deferral / active EE | $7,794 | $6,636+17.5% | $7,997-2.5% | $4,212+85.1% |
| Admin fee / account holder | $913 | $8,568-89.3% | $13,435-93.2% | $7,344-87.6% |