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 | $131,477 | $109,413+20.2% | $156,263-15.9% | $84,808+55.0% |
| Participation rate | 81.7% | 72.7%+9.0pp | 78.9%+2.8pp | 68.3%+13.4pp |
| Annual return | 14.31% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,014 | $2,907-65.1% | $4,333-76.6% | $2,631-61.4% |
| Participant deferral / active EE | $4,844 | $4,590+5.5% | $6,158-21.3% | $4,212+15.0% |
| Admin fee / account holder | $8,317 | $9,357-11.1% | $14,255-41.7% | $7,344+13.2% |