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 | $127,870 | $109,881+16.4% | $150,045-14.8% | $84,808+50.8% |
| Participation rate | 86.5% | 76.1%+10.5pp | 82.3%+4.2pp | 68.3%+18.2pp |
| Annual return | 14.38% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,414 | $3,561-60.3% | $4,693-69.9% | $2,631-46.3% |
| Participant deferral / active EE | $7,747 | $6,636+16.7% | $7,997-3.1% | $4,212+83.9% |
| Admin fee / account holder | $2,898 | $8,568-66.2% | $13,435-78.4% | $7,344-60.5% |