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 | $126,591 | $90,503+39.9% | $78,689+60.9% | $273,961-53.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 12.31% | 75.60%-63.3pp | 62.18%-49.9pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,198 | $3,176-62.3% | $2,851-58.0% | $4,869-75.4% |
| Participant deferral / active EE | $2,506 | $3,901-35.8% | $3,517-28.7% | $5,287-52.6% |
| Admin fee / account holder | $759 | $5,263-85.6% | $4,510-83.2% | $10,132-92.5% |