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 | $133,662 | $109,881+21.6% | $150,045-10.9% | $84,808+57.6% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 15.50% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,493 | $3,561-30.0% | $4,693-46.9% | $2,631-5.3% |
| Participant deferral / active EE | $6,263 | $6,636-5.6% | $7,997-21.7% | $4,212+48.7% |
| Admin fee / account holder | $3,194 | $8,568-62.7% | $13,435-76.2% | $7,344-56.5% |