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 | $134,879 | $109,881+22.8% | $150,045-10.1% | $84,808+59.0% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 14.36% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,929 | $3,561-17.7% | $4,693-37.6% | $2,631+11.3% |
| Participant deferral / active EE | $7,166 | $6,636+8.0% | $7,997-10.4% | $4,212+70.1% |
| Admin fee / account holder | $49,871 | $8,568+482.1% | $13,435+271.2% | $7,344+579.1% |