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 | $129,866 | $109,881+18.2% | $150,045-13.4% | $84,808+53.1% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 16.83% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,829 | $3,561-20.6% | $4,693-39.7% | $2,631+7.5% |
| Participant deferral / active EE | $6,502 | $6,636-2.0% | $7,997-18.7% | $4,212+54.4% |
| Admin fee / account holder | $8,155 | $8,568-4.8% | $13,435-39.3% | $7,344+11.0% |