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 | $136,523 | $124,281+9.9% | $109,143+25.1% | $167,490-18.5% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 20.17% | 26.04%-5.9pp | 25.75%-5.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,068 | $4,207-50.8% | $3,722-44.4% | $4,837-57.2% |
| Participant deferral / active EE | $4,783 | $5,255-9.0% | $4,653+2.8% | $6,341-24.6% |
| Admin fee / account holder | $7,731 | $7,970-3.0% | $6,752+14.5% | $12,309-37.2% |