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 | $130,252 | $109,881+18.5% | $150,045-13.2% | $84,808+53.6% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 15.28% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,196 | $3,561-66.4% | $4,693-74.5% | $2,631-54.6% |
| Participant deferral / active EE | $8,203 | $6,636+23.6% | $7,997+2.6% | $4,212+94.8% |
| Admin fee / account holder | $33,654 | $8,568+292.8% | $13,435+150.5% | $7,344+358.3% |