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 | $133,281 | $110,257+20.9% | $96,544+38.1% | $139,434-4.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 13.75% | 26.32%-12.6pp | 25.84%-12.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,756 | $3,620+3.8% | $2,965+26.7% | $4,751-20.9% |
| Participant deferral / active EE | $6,026 | $5,548+8.6% | $4,851+24.2% | $6,710-10.2% |
| Admin fee / account holder | $1,427 | $11,591-87.7% | $8,252-82.7% | $11,403-87.5% |