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 | $131,063 | $109,413+19.8% | $156,263-16.1% | $84,808+54.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.85% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,782 | $2,907-38.7% | $4,333-58.9% | $2,631-32.3% |
| Participant deferral / active EE | $6,038 | $4,590+31.6% | $6,158-2.0% | $4,212+43.4% |
| Admin fee / account holder | $4,890 | $9,357-47.7% | $14,255-65.7% | $7,344-33.4% |