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 | $125,615 | $117,983+6.5% | $101,794+23.4% | $142,382-11.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 18.02% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $11,956 | $2,773+331.2% | $2,289+422.3% | $4,299+178.1% |
| Participant deferral / active EE | $9,406 | $4,714+99.5% | $4,084+130.3% | $6,507+44.5% |
| Admin fee / account holder | $1,838 | $10,433-82.4% | $8,777-79.1% | $12,624-85.4% |