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 | $120,636 | $123,793-2.6% | $177,821-32.2% | $79,858+51.1% |
| Participation rate | 93.3% | 84.7%+8.7pp | 87.7%+5.6pp | 69.6%+23.7pp |
| Annual return | 19.49% | 22.82%-3.3pp | 48.32%-28.8pp | 31.71%-12.2pp |
| Employer contribution / active EE | $4,164 | $4,095+1.7% | $5,918-29.6% | $2,471+68.5% |
| Participant deferral / active EE | $10,640 | $5,956+78.6% | $7,714+37.9% | $3,740+184.5% |
| Admin fee / account holder | $1,174 | $7,243-83.8% | $12,427-90.6% | $5,306-77.9% |