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 | $131,635 | $109,413+20.3% | $156,263-15.8% | $84,808+55.2% |
| Participation rate | 96.4% | 72.7%+23.7pp | 78.9%+17.5pp | 68.3%+28.1pp |
| Annual return | 15.28% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,425 | $2,907+17.8% | $4,333-21.0% | $2,631+30.2% |
| Participant deferral / active EE | $3,041 | $4,590-33.7% | $6,158-50.6% | $4,212-27.8% |
| Admin fee / account holder | $6,726 | $9,357-28.1% | $14,255-52.8% | $7,344-8.4% |