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 | $132,194 | $91,552+44.4% | $133,956-1.3% | $79,858+65.5% |
| Participation rate | 78.7% | 73.3%+5.3pp | 79.8%-1.2pp | 69.6%+9.1pp |
| Annual return | 16.11% | 61.85%-45.7pp | 45.09%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,707 | $2,384-28.4% | $3,919-56.4% | $2,471-30.9% |
| Participant deferral / active EE | $3,686 | $3,733-1.3% | $5,048-27.0% | $3,740-1.4% |
| Admin fee / account holder | $6,196 | $6,321-2.0% | $8,927-30.6% | $5,306+16.8% |