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 | $119,586 | $109,413+9.3% | $156,263-23.5% | $84,808+41.0% |
| Participation rate | 73.2% | 72.7%+0.5pp | 78.9%-5.7pp | 68.3%+4.9pp |
| Annual return | 15.37% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,741 | $2,907+28.7% | $4,333-13.7% | $2,631+42.2% |
| Participant deferral / active EE | $5,101 | $4,590+11.1% | $6,158-17.2% | $4,212+21.1% |
| Admin fee / account holder | $25,425 | $9,357+171.7% | $14,255+78.4% | $7,344+246.2% |