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 | $132,273 | $116,875+13.2% | $146,762-9.9% | $116,875+13.2% |
| Participation rate | 93.8% | 74.5%+19.2pp | 81.7%+12.1pp | 74.5%+19.2pp |
| Annual return | 15.43% | 16.29%-0.9pp | -2.96%+18.4pp | 16.29%-0.9pp |
| Employer contribution / active EE | $2,109 | $3,288-35.9% | $3,453-38.9% | $3,288-35.9% |
| Participant deferral / active EE | $2,440 | $3,885-37.2% | $3,550-31.3% | $3,885-37.2% |
| Admin fee / account holder | $17,206 | $12,263+40.3% | $14,221+21.0% | $12,263+40.3% |