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 | $143,991 | $109,413+31.6% | $156,263-7.9% | $84,808+69.8% |
| Participation rate | 70.6% | 72.7%-2.1pp | 78.9%-8.3pp | 68.3%+2.3pp |
| Annual return | 16.11% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,497 | $2,907+20.3% | $4,333-19.3% | $2,631+32.9% |
| Participant deferral / active EE | $7,503 | $4,590+63.5% | $6,158+21.8% | $4,212+78.2% |
| Admin fee / account holder | $2,062 | $9,357-78.0% | $14,255-85.5% | $7,344-71.9% |