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 | $122,055 | $80,717+51.2% | $154,803-21.2% | $84,808+43.9% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 21.62% | 37.96%-16.3pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,314 | $2,761-52.4% | $4,305-69.5% | $2,631-50.1% |
| Participant deferral / active EE | $2,474 | $3,303-25.1% | $5,540-55.4% | $4,212-41.3% |
| Admin fee / account holder | $453 | $6,746-93.3% | $14,329-96.8% | $7,344-93.8% |