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 | $141,747 | $110,257+28.6% | $96,544+46.8% | $139,434+1.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.7pp | 80.3%+4.3pp |
| Annual return | 18.09% | 26.32%-8.2pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,710 | $3,620+2.5% | $2,965+25.1% | $4,751-21.9% |
| Participant deferral / active EE | $9,192 | $5,548+65.7% | $4,851+89.5% | $6,710+37.0% |
| Admin fee / account holder | $790 | $11,591-93.2% | $8,252-90.4% | $11,403-93.1% |