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 | $123,226 | $109,413+12.6% | $156,263-21.1% | $84,808+45.3% |
| Participation rate | 85.2% | 72.7%+12.5pp | 78.9%+6.3pp | 68.3%+16.9pp |
| Annual return | 13.31% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,908 | $2,907-34.4% | $4,333-56.0% | $2,631-27.5% |
| Participant deferral / active EE | $4,389 | $4,590-4.4% | $6,158-28.7% | $4,212+4.2% |
| Admin fee / account holder | $1,035 | $9,357-88.9% | $14,255-92.7% | $7,344-85.9% |