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 | $128,947 | $109,413+17.9% | $156,263-17.5% | $84,808+52.0% |
| Participation rate | 80.9% | 72.7%+8.2pp | 78.9%+2.0pp | 68.3%+12.6pp |
| Annual return | 13.99% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,122 | $2,907-27.0% | $4,333-51.0% | $2,631-19.3% |
| Participant deferral / active EE | $3,444 | $4,590-25.0% | $6,158-44.1% | $4,212-18.2% |
| Admin fee / account holder | $1,061 | $9,357-88.7% | $14,255-92.6% | $7,344-85.5% |