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 | $139,149 | $109,413+27.2% | $156,263-11.0% | $84,808+64.1% |
| Participation rate | 75.5% | 72.7%+2.8pp | 78.9%-3.4pp | 68.3%+7.2pp |
| Annual return | 13.95% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,353 | $2,907-53.5% | $4,333-68.8% | $2,631-48.6% |
| Participant deferral / active EE | $5,160 | $4,590+12.4% | $6,158-16.2% | $4,212+22.5% |
| Admin fee / account holder | $68,160 | $9,357+628.5% | $14,255+378.2% | $7,344+828.1% |