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 | $129,396 | $91,407+41.6% | $135,903-4.8% | $71,457+81.1% |
| Participation rate | 91.9% | 75.7%+16.2pp | 81.9%+10.0pp | 67.9%+23.9pp |
| Annual return | 18.00% | 29.90%-11.9pp | 68.23%-50.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,171 | $3,703-41.4% | $4,856-55.3% | $2,588-16.1% |
| Participant deferral / active EE | $7,360 | $7,092+3.8% | $7,758-5.1% | $4,289+71.6% |
| Admin fee / account holder | $2,199 | $1,266+73.8% | $10,762-79.6% | $1,587+38.6% |