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 | $133,206 | $153,772-13.4% | $133,980-0.6% | $273,961-51.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.39% | 36.51%-26.1pp | 29.30%-18.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $15,172 | $6,029+151.7% | $5,211+191.1% | $4,869+211.6% |
| Participant deferral / active EE | $10,604 | $6,958+52.4% | $6,282+68.8% | $5,287+100.6% |
| Admin fee / account holder | $921 | $11,765-92.2% | $9,324-90.1% | $10,132-90.9% |