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 | $137,150 | $127,065+7.9% | $113,168+21.2% | $142,382-3.7% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 11.64% | 24.03%-12.4pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,820 | $3,442-47.1% | $2,975-38.8% | $4,299-57.7% |
| Participant deferral / active EE | $5,853 | $5,716+2.4% | $5,107+14.6% | $6,507-10.1% |
| Admin fee / account holder | $18,317 | $15,736+16.4% | $12,068+51.8% | $12,624+45.1% |