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 | $130,072 | $123,793+5.1% | $177,821-26.9% | $79,858+62.9% |
| Participation rate | 92.5% | 84.7%+7.8pp | 87.7%+4.7pp | 69.6%+22.8pp |
| Annual return | 19.99% | 22.82%-2.8pp | 48.32%-28.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,526 | $4,095-62.7% | $5,918-74.2% | $2,471-38.2% |
| Participant deferral / active EE | $4,725 | $5,956-20.7% | $7,714-38.7% | $3,740+26.3% |
| Admin fee / account holder | $7,127 | $7,243-1.6% | $12,427-42.7% | $5,306+34.3% |