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 | $130,114 | $117,983+10.3% | $101,794+27.8% | $142,382-8.6% |
| Participation rate | 77.3% | 74.2%+3.0pp | 69.2%+8.1pp | 80.1%-2.8pp |
| Annual return | 16.16% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,890 | $2,773-31.8% | $2,289-17.4% | $4,299-56.0% |
| Participant deferral / active EE | $3,208 | $4,714-31.9% | $4,084-21.5% | $6,507-50.7% |
| Admin fee / account holder | $2,521 | $10,433-75.8% | $8,777-71.3% | $12,624-80.0% |