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 | $128,439 | $117,983+8.9% | $101,794+26.2% | $142,382-9.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 17.95% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,526 | $2,773-8.9% | $2,289+10.3% | $4,299-41.3% |
| Participant deferral / active EE | $7,937 | $4,714+68.4% | $4,084+94.3% | $6,507+22.0% |
| Admin fee / account holder | $1,175 | $10,433-88.7% | $8,777-86.6% | $12,624-90.7% |