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 | $119,471 | $109,881+8.7% | $150,045-20.4% | $84,808+40.9% |
| Participation rate | 72.4% | 76.1%-3.7pp | 82.3%-10.0pp | 68.3%+4.1pp |
| Annual return | 14.47% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,706 | $3,561-52.1% | $4,693-63.7% | $2,631-35.2% |
| Participant deferral / active EE | $7,254 | $6,636+9.3% | $7,997-9.3% | $4,212+72.2% |
| Admin fee / account holder | $4,212 | $8,568-50.8% | $13,435-68.6% | $7,344-42.6% |