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 | $125,394 | $127,065-1.3% | $113,168+10.8% | $142,382-11.9% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 12.18% | 24.03%-11.8pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,087 | $3,442-10.3% | $2,975+3.7% | $4,299-28.2% |
| Participant deferral / active EE | $4,562 | $5,716-20.2% | $5,107-10.7% | $6,507-29.9% |
| Admin fee / account holder | $9,007 | $15,736-42.8% | $12,068-25.4% | $12,624-28.6% |