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 | $138,432 | $110,257+25.6% | $96,544+43.4% | $139,434-0.7% |
| Participation rate | 86.7% | 78.1%+8.6pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 12.95% | 26.32%-13.4pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $915 | $3,620-74.7% | $2,965-69.1% | $4,751-80.7% |
| Participant deferral / active EE | $1,834 | $5,548-66.9% | $4,851-62.2% | $6,710-72.7% |
| Admin fee / account holder | $1,780 | $11,591-84.6% | $8,252-78.4% | $11,403-84.4% |