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 | $127,795 | $110,261+15.9% | $95,745+33.5% | $139,434-8.3% |
| Participation rate | 91.7% | 75.8%+15.9pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 32.71% | 27.11%+5.6pp | 28.35%+4.4pp | 372.94%-340.2pp |
| Employer contribution / active EE | $1,859 | $3,257-42.9% | $2,835-34.4% | $4,751-60.9% |
| Participant deferral / active EE | $4,972 | $4,676+6.3% | $4,245+17.1% | $6,710-25.9% |
| Admin fee / account holder | $17,916 | $6,613+170.9% | $5,678+215.5% | $11,403+57.1% |