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 | $127,222 | $87,540+45.3% | $75,781+67.9% | $125,391+1.5% |
| Participation rate | 92.9% | 80.2%+12.7pp | 75.8%+17.0pp | 83.2%+9.7pp |
| Annual return | 17.13% | 13.48%+3.6pp | 9.68%+7.4pp | 282.22%-265.1pp |
| Employer contribution / active EE | $3,591 | $3,930-8.6% | $3,323+8.1% | $4,866-26.2% |
| Participant deferral / active EE | $7,495 | $4,229+77.2% | $3,651+105.3% | $5,352+40.0% |
| Admin fee / account holder | $2,580 | $6,502-60.3% | $5,299-51.3% | $9,540-73.0% |