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 | $137,010 | $117,983+16.1% | $101,794+34.6% | $142,382-3.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 10.79% | 36.92%-26.1pp | 30.53%-19.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,570 | $2,773-7.3% | $2,289+12.3% | $4,299-40.2% |
| Participant deferral / active EE | $6,472 | $4,714+37.3% | $4,084+58.5% | $6,507-0.5% |
| Admin fee / account holder | $4,830 | $10,433-53.7% | $8,777-45.0% | $12,624-61.7% |