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 | $137,821 | $73,933+86.4% | $96,683+42.5% | $75,163+83.4% |
| Participation rate | 73.5% | 66.4%+7.0pp | 74.3%-0.9pp | 67.2%+6.3pp |
| Annual return | 18.96% | 26.70%-7.7pp | 35.69%-16.7pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,476 | $2,928-15.4% | $3,737-33.7% | $2,670-7.3% |
| Participant deferral / active EE | $5,052 | $3,659+38.1% | $4,878+3.6% | $4,125+22.5% |
| Admin fee / account holder | $2,356 | $5,216-54.8% | $6,730-65.0% | $5,651-58.3% |