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 | $128,422 | $109,413+17.4% | $156,263-17.8% | $84,808+51.4% |
| Participation rate | 82.9% | 72.7%+10.2pp | 78.9%+4.0pp | 68.3%+14.6pp |
| Annual return | 17.59% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,467 | $2,907-49.5% | $4,333-66.1% | $2,631-44.3% |
| Participant deferral / active EE | $5,989 | $4,590+30.5% | $6,158-2.8% | $4,212+42.2% |
| Admin fee / account holder | $2,312 | $9,357-75.3% | $14,255-83.8% | $7,344-68.5% |