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 | $133,661 | $123,793+8.0% | $177,821-24.8% | $79,858+67.4% |
| Participation rate | 90.5% | 84.7%+5.8pp | 87.7%+2.8pp | 69.6%+20.8pp |
| Annual return | 16.82% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,789 | $4,095-56.3% | $5,918-69.8% | $2,471-27.6% |
| Participant deferral / active EE | $6,118 | $5,956+2.7% | $7,714-20.7% | $3,740+63.6% |
| Admin fee / account holder | $12,932 | $7,243+78.6% | $12,427+4.1% | $5,306+143.7% |