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 | $134,017 | $110,257+21.5% | $96,544+38.8% | $139,434-3.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 13.42% | 26.32%-12.9pp | 25.84%-12.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $4,363 | $3,620+20.5% | $2,965+47.2% | $4,751-8.2% |
| Participant deferral / active EE | $8,608 | $5,548+55.2% | $4,851+77.5% | $6,710+28.3% |
| Admin fee / account holder | $1,958 | $11,591-83.1% | $8,252-76.3% | $11,403-82.8% |