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 | $117,941 | $109,881+7.3% | $150,045-21.4% | $84,808+39.1% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 19.56% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,277 | $3,561-8.0% | $4,693-30.2% | $2,631+24.5% |
| Participant deferral / active EE | $8,256 | $6,636+24.4% | $7,997+3.2% | $4,212+96.0% |
| Admin fee / account holder | $18,895 | $8,568+120.5% | $13,435+40.6% | $7,344+157.3% |