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 | $131,198 | $109,881+19.4% | $150,045-12.6% | $84,808+54.7% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.8pp | 68.3%+20.8pp |
| Annual return | 24.36% | 28.25%-3.9pp | 62.55%-38.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,467 | $3,561-2.7% | $4,693-26.1% | $2,631+31.8% |
| Participant deferral / active EE | $8,886 | $6,636+33.9% | $7,997+11.1% | $4,212+111.0% |
| Admin fee / account holder | $7,542 | $8,568-12.0% | $13,435-43.9% | $7,344+2.7% |