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 | $135,391 | $109,881+23.2% | $150,045-9.8% | $84,808+59.6% |
| Participation rate | 82.0% | 76.1%+5.9pp | 82.3%-0.4pp | 68.3%+13.7pp |
| Annual return | 14.27% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,819 | $3,561-48.9% | $4,693-61.2% | $2,631-30.9% |
| Participant deferral / active EE | $6,055 | $6,636-8.7% | $7,997-24.3% | $4,212+43.8% |
| Admin fee / account holder | $4,785 | $8,568-44.2% | $13,435-64.4% | $7,344-34.8% |