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 | $131,726 | $109,881+19.9% | $150,045-12.2% | $84,808+55.3% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 19.28% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,103 | $3,561-12.9% | $4,693-33.9% | $2,631+18.0% |
| Participant deferral / active EE | $8,731 | $6,636+31.6% | $7,997+9.2% | $4,212+107.3% |
| Admin fee / account holder | $1,352 | $8,568-84.2% | $13,435-89.9% | $7,344-81.6% |