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 | $141,440 | $127,065+11.3% | $113,168+25.0% | $142,382-0.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.02% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,598 | $3,442-24.5% | $2,975-12.7% | $4,299-39.6% |
| Participant deferral / active EE | $5,719 | $5,7160% | $5,107+12.0% | $6,507-12.1% |
| Admin fee / account holder | $3,087 | $15,736-80.4% | $12,068-74.4% | $12,624-75.5% |