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 | $138,109 | $116,175+18.9% | $93,606+47.5% | $152,861-9.7% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 19.19% | 35.96%-16.8pp | 32.76%-13.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,718 | $3,218+15.5% | $2,718+36.8% | $4,762-21.9% |
| Participant deferral / active EE | $5,889 | $4,603+27.9% | $4,069+44.7% | $5,850+0.7% |
| Admin fee / account holder | $5,824 | $10,748-45.8% | $7,888-26.2% | $11,596-49.8% |