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 | $134,042 | $106,584+25.8% | $101,326+32.3% | $142,382-5.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 18.84% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,694 | $3,956+43.9% | $3,665+55.3% | $4,299+32.4% |
| Participant deferral / active EE | $6,687 | $8,297-19.4% | $7,994-16.3% | $6,507+2.8% |
| Admin fee / account holder | $5,424 | $11,446-52.6% | $11,185-51.5% | $12,624-57.0% |