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 | $137,351 | $109,413+25.5% | $156,263-12.1% | $84,808+62.0% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 16.43% | 20.18%-3.8pp | 59.47%-43.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,653 | $2,907+94.5% | $4,333+30.5% | $2,631+114.8% |
| Participant deferral / active EE | $7,496 | $4,590+63.3% | $6,158+21.7% | $4,212+78.0% |
| Admin fee / account holder | $1,915 | $9,357-79.5% | $14,255-86.6% | $7,344-73.9% |