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 | $133,481 | $123,793+7.8% | $177,821-24.9% | $79,858+67.1% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 15.35% | 22.82%-7.5pp | 48.32%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,077 | $4,095-24.9% | $5,918-48.0% | $2,471+24.5% |
| Participant deferral / active EE | $5,837 | $5,956-2.0% | $7,714-24.3% | $3,740+56.1% |
| Admin fee / account holder | $6,174 | $7,243-14.8% | $12,427-50.3% | $5,306+16.4% |