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 | $117,450 | $91,552+28.3% | $133,956-12.3% | $79,858+47.1% |
| Participation rate | 72.1% | 73.3%-1.3pp | 79.8%-7.7pp | 69.6%+2.5pp |
| Annual return | 12.12% | 61.85%-49.7pp | 45.09%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,748 | $2,384-26.7% | $3,919-55.4% | $2,471-29.2% |
| Participant deferral / active EE | $4,738 | $3,733+26.9% | $5,048-6.1% | $3,740+26.7% |
| Admin fee / account holder | $1,800 | $6,321-71.5% | $8,927-79.8% | $5,306-66.1% |