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 | $139,232 | $153,772-9.5% | $133,980+3.9% | $273,961-49.2% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.1%-16.5pp | 83.0%-12.4pp |
| Annual return | 11.97% | 36.51%-24.5pp | 29.30%-17.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $3,752 | $6,029-37.8% | $5,211-28.0% | $4,869-22.9% |
| Participant deferral / active EE | $5,478 | $6,958-21.3% | $6,282-12.8% | $5,287+3.6% |
| Admin fee / account holder | $2,666 | $11,765-77.3% | $9,324-71.4% | $10,132-73.7% |