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 | $129,390 | $106,584+21.4% | $101,326+27.7% | $142,382-9.1% |
| Participation rate | 90.5% | 82.7%+7.8pp | 81.5%+9.0pp | 80.1%+10.4pp |
| Annual return | 15.19% | 36.93%-21.7pp | 36.82%-21.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,607 | $3,956-59.4% | $3,665-56.2% | $4,299-62.6% |
| Participant deferral / active EE | $3,404 | $8,297-59.0% | $7,994-57.4% | $6,507-47.7% |
| Admin fee / account holder | $6,576 | $11,446-42.5% | $11,185-41.2% | $12,624-47.9% |