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 | $139,332 | $90,503+54.0% | $78,689+77.1% | $273,961-49.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 7.03% | 75.60%-68.6pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,250 | $3,176-60.6% | $2,851-56.1% | $4,869-74.3% |
| Participant deferral / active EE | $3,002 | $3,901-23.1% | $3,517-14.6% | $5,287-43.2% |
| Admin fee / account holder | $9,402 | $5,263+78.6% | $4,510+108.4% | $10,132-7.2% |