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 | $127,100 | $114,381+11.1% | $107,525+18.2% | $142,382-10.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 13.11% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,381 | $4,015-40.7% | $3,754-36.6% | $4,299-44.6% |
| Participant deferral / active EE | $4,740 | $5,564-14.8% | $5,116-7.3% | $6,507-27.2% |
| Admin fee / account holder | $1,702 | $9,860-82.7% | $8,919-80.9% | $12,624-86.5% |